Apex is a financial advisory firm with a national footprint.  We provide financial advice to consumers and small businesses with focus on mortgages, funds management and insurance.  Head office is in Mt Eden, Auckland with regional offices in Hamilton, Hawkes Bay, Tauranga, Te Awamutu and Christchurch.  This is a growing business with 80 staff nationwide, comprising financial advisers and operational teams.

This is an exciting time for Apex Advice Group. Apex is expanding and we are looking for full time (40 hours per week) experienced Financial Advisers to join our team at our Head office in Mt Eden.


What we provide

  • Qualified leads every week generated by our in-house relationship specialist team.
  • Comprehensive in-house support structure to manage reports and compliance.
  • Training and career development to help you to succeed.
  • Great company culture and fun work environment
  • Industry-leading technology
  • Flexible working including work from home days on completion of training.


Role Requirements

  • Preparation of Statements of Advice
  • Build and maintain strong client relationships.
  • Provide sound advice ensuring you meet the clients’ needs based on changing requirements.
  • Capable of generating your own leads.
  • Develop and maintain education and accreditation.
  • Development of new business
  • Follow regulatory legislation.


Person Requirements

  • NZ Certificate in Financial Services – Level 5 – completed.
  • Experience as a Financial Adviser in either Risk Insurance, Investments or Home Loans.
  • Understanding of business development including analysis of opportunities.
  • Ability to forge strong relationships.
  • Able to display a high level of integrity, professionalism and confidentiality.


This role will involve “client facing” meetings with both new and existing clients with Apex Providing the support and technology to maximise results.

If you are a driven individual who is passionate about delivering practical solutions and financial security to our clients, then a career with Apex as a Financial Adviser might be what you have been searching for.

Join the team and work in a great environment with an attractive remuneration package along with an uncapped bonus.  Please apply with a cover letter explaining why you are interested in the role.

A clean credit check and police check will be required.

All applicants need to hold NZ citizenship, NZ permanent residency or NZ residency, or hold a valid spouse NZ work visa with a validity of 12 months or longer, that does not require sponsorship.