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This is a featured job

Operations Manager

at FSG Wealth Ltd

This is a Full time job

Auckland CBD, Auckland
  • Opportunity to make the role your own
  • Long established and successful business
  • Experienced and future focused owner
  • Opportunity to make the role your own
  • Long established and successful business
  • Experienced and future focused owner
This role isn’t about keeping things running, it’s about driving our evolution. Helping to turn an established business into a future lead advisory.
This role isn’t about keeping things running, it’s about driving our evolution. Helping to turn an established business into a future lead advisory.
subClassification: ManagementManagement
classification: Banking & Financial Services(Banking & Financial Services)
Featured•Expiring
Featured•Expiring
This is a featured job

Financial Adviser

at SBS Wealth

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Existing book
  • Experienced team
  • Well supported
  • Existing book
  • Experienced team
  • Well supported
Make your mark with SBS Wealth and join our Auckland team and help nurture and grow a client portfolio in a professional and supportive environment.
Make your mark with SBS Wealth and join our Auckland team and help nurture and grow a client portfolio in a professional and supportive environment.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured•Expiring
Featured•Expiring
Listed eighteen hours ago

Customer Success Specialist

at WM New Zealand

This is a Full time job

East Tamaki, Auckland
  • Opportunities for professional development and career advancement.
  • Discounted health insurance and discount on various products
  • Become part of a close-knit team that values collaboration & recognition
  • Opportunities for professional development and career advancement.
  • Discounted health insurance and discount on various products
  • Become part of a close-knit team that values collaboration & recognition
Bring your customer service success skills to build and grow a career within WM New Zealand!
Bring your customer service success skills to build and grow a career within WM New Zealand!
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
18h ago
18h ago
Listed thirteen days ago

Financial Adviser - Entry Level

at Enva Financial

This is a Full time job

Auckland CBD, Auckland
$60,000 + Regular bonuses
  • Become a Financial Adviser for start 2027!
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
  • Become a Financial Adviser for start 2027!
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
Exciting, fast-paced role where we train and equip entry level Financial Advisers to earn well and set them up for future leadership opportunities
Exciting, fast-paced role where we train and equip entry level Financial Advisers to earn well and set them up for future leadership opportunities
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed four days ago

Investment Services Associate

at Luminous Talent

This is a Full time job

Auckland CBD, Auckland
  • Auckland CBD
  • New role in a growing team
  • Multi-Award winning business
  • Auckland CBD
  • New role in a growing team
  • Multi-Award winning business
An exciting opportunity has arisen to join a growing and highly regarded investment management business as an Investment Services Associate.
An exciting opportunity has arisen to join a growing and highly regarded investment management business as an Investment Services Associate.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed eighteen hours ago

KiwiSaver Adviser

at The Money Men

This is a Full time job

Orewa, Auckland(Hybrid)
$90,000 – $110,000 per year
Step into an established KiwiSaver book with real upside, full autonomy, and the chance to make a genuine impact.
Step into an established KiwiSaver book with real upside, full autonomy, and the chance to make a genuine impact.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
18h ago
18h ago
Listed sixteen hours ago

Financial Adviser/Planner

at SurePlan Financial

This is a Full time job

Grafton, Auckland
$125,000 – $140,000 per year
  • Service existing clients and new clients provided to you
  • Focus on advising clients and the support team will handle the admin
  • Be part of a company that actually changes peoples lives for the better
  • Service existing clients and new clients provided to you
  • Focus on advising clients and the support team will handle the admin
  • Be part of a company that actually changes peoples lives for the better
If you are a talented Financial Adviser/Planner looking to make a real difference in people's lives, then this role could be for you.
If you are a talented Financial Adviser/Planner looking to make a real difference in people's lives, then this role could be for you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16h ago
16h ago
Listed twenty eight days ago

Client Services Specialist

at Haven Advisers

This is a Full time job

Eden Terrace, Auckland
To support our growing team, we need a friendly, efficient, and dedicated Client Services Specialist like you!
To support our growing team, we need a friendly, efficient, and dedicated Client Services Specialist like you!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
28d ago•Expiring
28d ago•Expiring
Listed twenty two days ago

Financial Adviser - Enter the industry!

at Enva Financial

This is a Full time job

Christchurch Central, Canterbury
$60,000 + Regular bonuses
  • Full training provided to set you up in a financial advisory career
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
  • Full training provided to set you up in a financial advisory career
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
Fast paced role with a commitment to helping people join the industry
Fast paced role with a commitment to helping people join the industry
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed twenty six days ago

Operations Manager

at FSG Wealth Ltd

This is a Full time job

Auckland CBD, Auckland
  • Opportunity to make the role your own
  • Long established and successful business
  • Experienced and future focused owner
  • Opportunity to make the role your own
  • Long established and successful business
  • Experienced and future focused owner
This role isn’t about keeping things running, it’s about driving our evolution. Helping to turn an established business into a future lead advisory.
This role isn’t about keeping things running, it’s about driving our evolution. Helping to turn an established business into a future lead advisory.
subClassification: ManagementManagement
classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
26d ago•Expiring
Listed twenty six days ago

Financial Adviser

at SBS Wealth

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Existing book
  • Experienced team
  • Well supported
  • Existing book
  • Experienced team
  • Well supported
Make your mark with SBS Wealth and join our Auckland team and help nurture and grow a client portfolio in a professional and supportive environment.
Make your mark with SBS Wealth and join our Auckland team and help nurture and grow a client portfolio in a professional and supportive environment.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
26d ago•Expiring
Listed twenty one days ago

Financial Services Analyst

at Figured

This is a Full time job

Auckland CBD, Auckland(Hybrid)
Salary, health cover and 25-days leave
  • Join a small team doing something no one else is doing in agri-finance.
  • Work across farm finance products that are actually changing farmer lives.
  • Build AI tools. Rethink processes. Move fast.
  • Join a small team doing something no one else is doing in agri-finance.
  • Work across farm finance products that are actually changing farmer lives.
  • Build AI tools. Rethink processes. Move fast.
For the agri-banker or accountant who's been quietly thinking there has to be a better way
For the agri-banker or accountant who's been quietly thinking there has to be a better way
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed nineteen days ago

Financial Adviser - Entry or Experience

at Invicta Financial

This is a Full time job

Auckland CBD, Auckland(Hybrid)
$70,000 – $100,000(building to $150k+ yr3 + Trail)
  • High performance lead flow
  • Elite systems and coaching
  • Clear path to big income and equity and progression
  • High performance lead flow
  • Elite systems and coaching
  • Clear path to big income and equity and progression
Build Your Career With One of NZ’s Fastest Growing Brokerages Career growth. Real impact. Entrepreneurial opportunity.
Build Your Career With One of NZ’s Fastest Growing Brokerages Career growth. Real impact. Entrepreneurial opportunity.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
19d ago
19d ago
Listed fifteen days ago

Office Administrator – Mortgage Brokerage

at RPV Financial Services

This is a Full time job

Christchurch Central, Canterbury
RPV Financial Services is a growing, locally owned mortgage advisory firm dedicated to helping clients achieve their financial goals.
RPV Financial Services is a growing, locally owned mortgage advisory firm dedicated to helping clients achieve their financial goals.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed twenty five days ago

Mortgage Adviser Lending Assistant (Mandarin-Speaking)

at WL Business Service Ltd

This is a Full time job

Rosedale, Auckland
  • Competitive salary and bonus package
  • Join a trusted mortgage advisory business with over 10 years of success
  • Career growth and professional development opportunities
  • Competitive salary and bonus package
  • Join a trusted mortgage advisory business with over 10 years of success
  • Career growth and professional development opportunities
Mortgage Adviser Lending Assistant supporting home loans and client service in a busy 10-year mortgage service business.
Mortgage Adviser Lending Assistant supporting home loans and client service in a busy 10-year mortgage service business.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
25d ago•Expiring
25d ago•Expiring
Listed fifteen hours ago

Operations Analyst

at NZX Limited

This is a Full time job

Albany, Auckland
  • Work in NZX's growing Wealth Technologies business.
  • Hands-on operations role across investments and platforms.
  • Support continuous improvement and innovation in operations.
  • Work in NZX's growing Wealth Technologies business.
  • Hands-on operations role across investments and platforms.
  • Support continuous improvement and innovation in operations.
Support trade settlements, corporate actions, audits, transfers, and adviser queries to ensure smooth, accurate daily investment operations.
Support trade settlements, corporate actions, audits, transfers, and adviser queries to ensure smooth, accurate daily investment operations.
subClassification: Analysis & ReportingAnalysis & Reporting
classification: Banking & Financial Services(Banking & Financial Services)
15h ago
15h ago
Listed fourteen days ago

Customer Success Specialist

at Kernel Wealth

This is a Full time job

Auckland CBD, Auckland
Great environment in growing tech organisation!
  • Wealth platform who are growing
  • Fun and collaborative environment
  • Support our incredible customers
  • Wealth platform who are growing
  • Fun and collaborative environment
  • Support our incredible customers
As we scale, we’re looking for a Senior Customer Success Specialist to elevate our customer experience.
As we scale, we’re looking for a Senior Customer Success Specialist to elevate our customer experience.
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
14d ago
14d ago
Listed six days ago

Financial Planning Analyst

at Hunter Campbell Limited

This is a Full time job

Auckland Airport, Auckland(Hybrid)
Salary + Benefits + Hybrid Working
  • Apply your corporate finance / I.B expertise in a dual-listed entity
  • Exposure to SLT and executives
  • Auckland Airport location, Hybrid working options
  • Apply your corporate finance / I.B expertise in a dual-listed entity
  • Exposure to SLT and executives
  • Auckland Airport location, Hybrid working options
Own thl's long-term corporate model and deliver rigorous financial analysis and insight that underpins decision-making and stakeholder communications
Own thl's long-term corporate model and deliver rigorous financial analysis and insight that underpins decision-making and stakeholder communications
subClassification: Corporate Finance & Investment BankingCorporate Finance & Investment Banking
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed seven days ago

Transaction Relationship Associate - North Wharf

at ASB Bank Limited

This is a Full time job

Auckland CBD, Auckland
  • A broad range of exclusive staff banking benefits
  • Health, life and income protection insurance
  • Strong professional development opportunities
  • A broad range of exclusive staff banking benefits
  • Health, life and income protection insurance
  • Strong professional development opportunities
Exciting opportunity for a highly motivated individual to join our Global Transaction Banking team.
Exciting opportunity for a highly motivated individual to join our Global Transaction Banking team.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed six days ago

Advice Compliance Specialist

at MAS

This is a Full time job

Auckland CBD, Auckland(Hybrid)
We're now looking for an Advice Compliance Specialist to join our Distribution team on a permanent basis.
We're now looking for an Advice Compliance Specialist to join our Distribution team on a permanent basis.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed one day ago

Wealth Operations Specialist - Deceased Estates

at Cultivate – SEEK Medium Agency of the Year 2023 & 2024

This is a Contract/Temp job

Auckland CBD, Auckland(Hybrid)
Competitive Hourly Rate + 8% Holiday Pay
  • Approx. 3 month temp role in a leading NZ bank's wealth operations team
  • Auckland CBD Location | ASAP start | Monday - Friday
  • Supportive, close-knit team with full training provided!
  • Approx. 3 month temp role in a leading NZ bank's wealth operations team
  • Auckland CBD Location | ASAP start | Monday - Friday
  • Supportive, close-knit team with full training provided!
Step into a meaningful temp role in banking operations - great team culture, full training provided and room to grow your skills!
Step into a meaningful temp role in banking operations - great team culture, full training provided and room to grow your skills!
Recruited byChelsea Widjaja
subClassification: OtherOther
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed seven days ago

BDM/Presenter - Financial Planning Services

at SurePlan Financial

This is a Full time job

Grafton, Auckland
$100 - $135k Renumeration
  • Make a real difference to peoples lives with a business you can be proud of.
  • Enjoy being part of a smaller organisation where your ideas can be implemented.
  • Make a real difference to peoples lives with a business you can be proud of.
  • Enjoy being part of a smaller organisation where your ideas can be implemented.
Are you an experienced communicator with strong financial knowledge looking to make a real difference in people's lives?
Are you an experienced communicator with strong financial knowledge looking to make a real difference in people's lives?
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed twelve days ago

Investment Operations Administrator

at Stewart Group

This is a Full time job

Hastings Central, Hawkes Bay
  • Trusted precision role keeping operations running smoothly
  • Investment & KiwiSaver admin with real client impact
  • Values-led team + modern Hastings office + growth & progression
  • Trusted precision role keeping operations running smoothly
  • Investment & KiwiSaver admin with real client impact
  • Values-led team + modern Hastings office + growth & progression
A role where your detail, reliability, and operational mindset are valued, with real opportunity to learn, grow, and make an impact.
A role where your detail, reliability, and operational mindset are valued, with real opportunity to learn, grow, and make an impact.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed eleven days ago

Finance Grad Opportunity

at Hudson

This is a Contract/Temp job

Auckland
  • Great opportunity to kick start your career!
  • Auckland CBD location
  • 3-month contract
  • Great opportunity to kick start your career!
  • Auckland CBD location
  • 3-month contract
We are looking for Finance/Commerce grad with an interest in AML to join our client - leading investment management company.
We are looking for Finance/Commerce grad with an interest in AML to join our client - leading investment management company.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed seven days ago

Accountant

at WM New Zealand

This is a Full time job

East Tamaki, Auckland
  • Opportunities for professional development and career advancement.
  • Discounted health insurance and discount on various products
  • Become part of a close-knit team that values collaboration & recognition
  • Opportunities for professional development and career advancement.
  • Discounted health insurance and discount on various products
  • Become part of a close-knit team that values collaboration & recognition
Seeking a detail-oriented Accountant for core accounting activities and financial reporting.
Seeking a detail-oriented Accountant for core accounting activities and financial reporting.
subClassification: OtherOther
classification: Accounting(Accounting)
7d ago
7d ago
Listed twelve days ago

Financial Adviser Assistant

at Mortgage Allied Associates Ltd
Immediate start

This is a Full time job

Royal Oak, Auckland
Competitive salary, health cover & career growth. Support clients through their mortgage journey with us.
Competitive salary, health cover & career growth. Support clients through their mortgage journey with us.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed twenty five days ago

Financial Adviser - New to Industry

at Haven Advisers

This is a Full time job

Whangarei Central, Northland
$80,000-120,000+ year 1 (building to $150k+ yr 3)
  • Kickstart your career in Financial Advice and starting making a real difference!
  • Haven is growing and we are growing our people with us!
  • Great career progression and earning potential
  • Kickstart your career in Financial Advice and starting making a real difference!
  • Haven is growing and we are growing our people with us!
  • Great career progression and earning potential
Time for a career shift? We are looking to help driven professionals enter the Financial Services industry today!
Time for a career shift? We are looking to help driven professionals enter the Financial Services industry today!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
25d ago•Expiring
25d ago•Expiring
Listed six days ago

Private Wealth Assistant - Hamilton

at Craigs Investment Partners

This is a Full time job

Hamilton Central, Waikato
  • Join a multi award winning investment advisory firm
  • Varied role in a fast paced environment
  • Great benefits including comprehensive medical insurance
  • Join a multi award winning investment advisory firm
  • Varied role in a fast paced environment
  • Great benefits including comprehensive medical insurance
Ideal opportunity for someone seeking industry experience in a dynamic organisation.
Ideal opportunity for someone seeking industry experience in a dynamic organisation.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed twelve days ago

Custodial Administrator 12 Month Fixed Term

at Craigs Investment Partners

This is a Full time job

Tauranga Central, Bay of Plenty
  • Join a multi-award winning investment advisory firm
  • Comprehensive Health Insurance and other benefits
  • Varied role, with exposure across the Custodian functions
  • Join a multi-award winning investment advisory firm
  • Comprehensive Health Insurance and other benefits
  • Varied role, with exposure across the Custodian functions
12 month Fixed Term opportunity for an experienced Administrator, preferably with Financial services experience. Apply now!
12 month Fixed Term opportunity for an experienced Administrator, preferably with Financial services experience. Apply now!
subClassification: OtherOther
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed eight days ago

Client Services Manager

at G3 Financial Freedom Limited

This is a Full time job

Tauranga Central, Bay of Plenty
$70,000 – $85,000 per year
If you enjoy building purposeful relationships, being integral within a team, and part of a values-driven business, we’d love to hear from you.
If you enjoy building purposeful relationships, being integral within a team, and part of a values-driven business, we’d love to hear from you.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed eleven days ago

Risk Insurance Associate Adviser

at Stewart Group

This is a Full time job

Hastings Central, Hawkes Bay
  • Clear career pathway from Associate to fully qualified Financial Adviser
  • Real client impact with hands‑on risk advice and claims experience
  • Values‑led firm offering strong mentoring and long‑term career growth
  • Clear career pathway from Associate to fully qualified Financial Adviser
  • Real client impact with hands‑on risk advice and claims experience
  • Values‑led firm offering strong mentoring and long‑term career growth
Build your career with purpose- a supported pathway to fully qualified Financial Adviser, with strong training, mentoring, and hands‑on experience.
Build your career with purpose- a supported pathway to fully qualified Financial Adviser, with strong training, mentoring, and hands‑on experience.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed twenty five days ago

Financial Adviser - New to Industry

at Haven Advisers

This is a Full time job

Queenstown, Otago(Hybrid)
$80,000-120,000+ year 1 (building to $150k+ yr 3)
  • Kickstart your career in Financial Advice and starting making a real difference!
  • Haven is growing and we are growing our people with us!
  • Great career progression and earning potential
  • Kickstart your career in Financial Advice and starting making a real difference!
  • Haven is growing and we are growing our people with us!
  • Great career progression and earning potential
Time for a career shift? We are looking to help driven professionals enter the Financial Services industry today!
Time for a career shift? We are looking to help driven professionals enter the Financial Services industry today!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
25d ago•Expiring
25d ago•Expiring
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