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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
Featured
This is a featured job

KYC & Client Operations Coordinator

at SNB Finance Holdings Limited

This is a Full time job

Auckland CBD, Auckland
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed twenty seven days ago

Financial Adviser - Entry Level

at Enva Financial
Expiring soon

This is a Full time job

Auckland CBD, Auckland
$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
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)
27d ago
27d ago
Listed one day ago

Investment Adviser

at Gallagher Benefit Services NZ Ltd

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Join a global, well-established organisation with a strong local community focus
  • We are an industry leader with a clear focus on career development & mentoring
  • Modern offices centrally located in Auckland CBD
  • Join a global, well-established organisation with a strong local community focus
  • We are an industry leader with a clear focus on career development & mentoring
  • Modern offices centrally located in Auckland CBD
Gallagher Benefits Services (t/a First Capital Financial Services), provides tailored insurance solutions, private wealth, and employee benefits.
Gallagher Benefits Services (t/a First Capital Financial Services), provides tailored insurance solutions, private wealth, and employee benefits.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed twelve days ago

Adviser Assistant

at enableMe NZ Ltd

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Employee benefits, including subsidised health insurance + additional KiwiSaver
  • Hybrid working environment
  • Great team environment with opportunities for growth and development
  • Employee benefits, including subsidised health insurance + additional KiwiSaver
  • Hybrid working environment
  • Great team environment with opportunities for growth and development
Make a real impact with your great customer service and administration skills within an awesome team!
Make a real impact with your great customer service and administration skills within an awesome team!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed three days ago

Financial Advisers

at Apex Advice

This is a Full time job

Mount Eden, Auckland
  • Good remuneration plus uncapped bonus
  • Comprehensive support structure to manage reports and compliance.
  • Develop your career
  • Good remuneration plus uncapped bonus
  • Comprehensive support structure to manage reports and compliance.
  • Develop your career
Apex is expanding and we are looking for full time experienced Financial Advisers to join our team.
Apex is expanding and we are looking for full time experienced Financial Advisers to join our team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed four days ago

Personal Banking Advisor

at TSB

This is a Full time job

Auckland CBD, Auckland
  • Work with a team that recognises and celebrates your contribution
  • Join a team passionate about helping NZer’s on their financial journeys
  • Drive impactful change and make a meaningful difference in our communities
  • Work with a team that recognises and celebrates your contribution
  • Join a team passionate about helping NZer’s on their financial journeys
  • Drive impactful change and make a meaningful difference in our communities
At TSB, banking starts with people. Join us as a Personal Banking Advisor and be the first face our customers trust.
At TSB, banking starts with people. Join us as a Personal Banking Advisor and be the first face our customers trust.
subClassification: Banking - Retail/BranchBanking - Retail/Branch
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed seven days ago

Mortgage Adviser

at Cave Financial

This is a Full time job

Glendowie, Auckland(Hybrid)
$100k base + uncapped commission (OTE $130k-$180k)
  • Competitive remuneration structure
  • Healthy work-life balance - providing a more enjoyable professional life
  • Fantastic team culture
  • Competitive remuneration structure
  • Healthy work-life balance - providing a more enjoyable professional life
  • Fantastic team culture
Join our family business and enjoy a role where strong client relationships, exceptional outcomes, and a truly balanced lifestyle come together.
Join our family business and enjoy a role where strong client relationships, exceptional outcomes, and a truly balanced lifestyle come together.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed six days ago

Mortgage Adviser - Entry or Experience

at Invicta Financial

This is a Full time job

Auckland CBD, Auckland(Hybrid)
$80,000 – $120,000(building to $150k+ yr3 + Trail)
  • Base or retainer. Uncapped bonus. Documented equity pathway.
  • Admin, CRM, and compliance handled. You stay client-facing.
  • Base or retainer. Uncapped bonus. Documented equity pathway.
  • Admin, CRM, and compliance handled. You stay client-facing.
Build Your Mortgage Career With One of NZ's Fastest Growing Financial Groups Real leads. Real support. Real upside.
Build Your Mortgage Career With One of NZ's Fastest Growing Financial Groups Real leads. Real support. Real upside.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed five 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)
5d ago
5d ago
Listed one day ago

Service Delivery Associate

at Milford Asset Management

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Join a leading New Zealand investment management brand
  • Engage with the business to deliver outstanding results
  • Challenging and rewarding role with lots of variety
  • Join a leading New Zealand investment management brand
  • Engage with the business to deliver outstanding results
  • Challenging and rewarding role with lots of variety
Great opportunity to be the go-to person for service delivery support and grow your career at Milford.
Great opportunity to be the go-to person for service delivery support and grow your career at Milford.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed twenty eight days ago

Advice and Compliance Support

at The Adviser Platform
Expiring soon

This is a Full time job

Eden Terrace, Auckland
  • Join a supportive team with extensive experience in financial advice
  • Career development opportunity
  • Great office culture and perks
  • Join a supportive team with extensive experience in financial advice
  • Career development opportunity
  • Great office culture and perks
Join us as a Advice & Compliance Support! Ensure NZ financial advisers thrive with top-notch compliance support and grow in a supportive team.
Join us as a Advice & Compliance Support! Ensure NZ financial advisers thrive with top-notch compliance support and grow in a supportive team.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
28d ago
28d ago
Listed 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)
8d ago
8d ago
Listed eight days ago

Senior Wealth Office Adviser

at Westpac New Zealand Limited

This is a Full time job

Auckland CBD, Auckland(Hybrid)
Base salary + 10% superannuation
  • Hybrid role, mix of home + office
  • Connect with our customers in moments that matter
  • Market leading employee benefits including 5 annual wellbeing days
  • Hybrid role, mix of home + office
  • Connect with our customers in moments that matter
  • Market leading employee benefits including 5 annual wellbeing days
Experienced Wealth Adviser who loves hunting and gathering? Get things happening for our customers – and your career!
Experienced Wealth Adviser who loves hunting and gathering? Get things happening for our customers – and your career!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed twenty one days ago

Senior Wealth Adviser

at Ensure Recruitment NZ

This is a Full time job

Auckland CBD, Auckland(Hybrid)
$150,000-$160,000 per annum
  • $150,000-$160,000 per annum plus bonus
  • Auckland CBD / WFH options
  • Leadership Opportunities down the tracks
  • $150,000-$160,000 per annum plus bonus
  • Auckland CBD / WFH options
  • Leadership Opportunities down the tracks
Join a world winning brand in the market as a Senior Investment Adviser for the team managing HNW Clients
Join a world winning brand in the market as a Senior Investment Adviser for the team managing HNW Clients
Recruited byHayley Jordaan
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed fourteen days ago

Mortgage Adviser

at Fortress

This is a Full time job

Ellerslie, Auckland(Hybrid)
  • Real autonomy - manage full client journey your way, from strategy to settlement
  • Commercial upside – expand your portfolio, deepen advisory capability.
  • Growth without limits – build long-term client relationships with your clients.
  • Real autonomy - manage full client journey your way, from strategy to settlement
  • Commercial upside – expand your portfolio, deepen advisory capability.
  • Growth without limits – build long-term client relationships with your clients.
Ready to take ownership of your client base and grow something meaningful? Fortress Mortgages, a NZ-owned mortgage advisory firm is growing the team!
Ready to take ownership of your client base and grow something meaningful? Fortress Mortgages, a NZ-owned mortgage advisory firm is growing the team!
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed twelve days ago

KYC & Client Operations Coordinator

at SNB Finance Holdings Limited

This is a Full time job

Auckland CBD, Auckland
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed nineteen hours ago

Financial Services Analyst

at Figured

This is a Full time job

Auckland CBD, Auckland(Hybrid)
Salary, health cover and 25-days leave
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: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
19h ago
19h ago
Listed nineteen days ago

Financial Coach / Retirement Coach

at KPI Partners

This is a Full time job

Auckland CBD, Auckland(Hybrid)
Base + Kiwisaver + Bonus + Insurance
  • Leading wealth management and KiwiSaver provider in New Zealand
  • Work with warm clients to guide long-term financial decisions
  • Hybrid working + strong salary + bonus structure
  • Leading wealth management and KiwiSaver provider in New Zealand
  • Work with warm clients to guide long-term financial decisions
  • Hybrid working + strong salary + bonus structure
Join a leading wealth management firm as a Financial Advisor/Retirement Coach. Help clients plan their future through KiwiSaver and investment advice.
Join a leading wealth management firm as a Financial Advisor/Retirement Coach. Help clients plan their future through KiwiSaver and investment advice.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
19d ago
19d ago
Listed twenty one days ago

Mortgage Adviser

at Greenlight Recruitment

This is a Full time job

Auckland CBD, Auckland(Hybrid)
$90k - $120k + comms
  • Newly created role - plenty of earning potential
  • Flexible working
  • Collaborative, fun and friendly team
  • Newly created role - plenty of earning potential
  • Flexible working
  • Collaborative, fun and friendly team
Autonomous role with hybrid options, combining referrals from an established network with the freedom to grow your pipeline and shape your success.
Autonomous role with hybrid options, combining referrals from an established network with the freedom to grow your pipeline and shape your success.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed fourteen days ago

Financial Adviser - KiwiSaver Specialist

at MoneyGuide

This is a Full time job

Milford, Auckland
$130,000 – $160,000+ per year
  • Strong career growth potential and opportunity to earn a high income
  • Abundant leads and support for you to reach your potential
  • Entry into financial services industry
  • Strong career growth potential and opportunity to earn a high income
  • Abundant leads and support for you to reach your potential
  • Entry into financial services industry
MoneyGuide is growing and looking for a goal-driven individual to join our team as a KiwiSaver Adviser to help clients maximise their investments.
MoneyGuide is growing and looking for a goal-driven individual to join our team as a KiwiSaver Adviser to help clients maximise their investments.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed twenty two days ago

Mortgage Advisor

at UP Recruitment

This is a Full time job

Auckland CBD, Auckland(Remote)
Commission
  • Majority ownership of your clients
  • Commission based with a strong split
  • Committed to enabling their advisors to succeed
  • Majority ownership of your clients
  • Commission based with a strong split
  • Committed to enabling their advisors to succeed
An opportunity to have ownership of your clients, within a growing business focused on enabling their Advisors to be successful
An opportunity to have ownership of your clients, within a growing business focused on enabling their Advisors to be successful
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
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