Stuart Carlyon – Auckland (Parnell)
Banking & Financial Services | Financial Planning | Full Time
Banking & Financial Services | Financial Planning | Full Time
Join Stuart Carlyon, a financial planning practice with a long-standing client base built on personalised advice.
· Become a trusted guide on our clients’ financial journeys.
· Provide independent financial advice that helps clients confidently navigate life’s milestones, opportunities and challenges.
· Work with a highly qualified team on meaningful client relationships in a growing, referral-based practice that is not product driven or commission based.
We are seeking a confident, experienced senior adviser. There is also the opportunity to become a shareholder in this successful business.
About the role
If you're looking for a long-term position within a stable well-regarded firm, and being part of a cohesive team, we'd love to hear from you.
As an adviser you will:
- Build and maintain trusted, long-term client relationships
- Deliver high-quality financial planning and investment advice
- Work collaboratively with our advisers on client strategies
- Contribute to portfolio discussions and broader advice outcomes
- Manage existing client relationships while also welcoming new clients introduced through our referral network.
About you
You will bring the skill, care and enthusiasm to guide clients towards achieving their goals and plans.
- Proven financial advice experience and strong client relationship skills.
- A client-first approach and sound professional judgement.
- Strong technical knowledge of financial planning and investments.
- Clear, effective written and verbal communication skills.
- Strong attention to detail and personal accountability.
- Relevant qualifications, with CFP or progress towards CFP preferred.
About us
We are a boutique financial planning practice based in Parnell. Our team works closely together in a collegial and supportive environment, with a balance of office and working from home.
We focus on providing a high level of personalised service to a relatively small number of clients, allowing advisers to work in depth rather than at volume.
Our clients value having us as a trusted guide on their financial journey.
To apply send your CV to mark@stuartcarlyon.co.nz