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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
This is a featured job

Registry Officer

at Caruso Software Limited

This is a Full time job

Auckland CBD, Auckland
Play a critical role in managing investor onboarding, registry maintenance, and capital activity execution for a portfolio of private market funds.
Play a critical role in managing investor onboarding, registry maintenance, and capital activity execution for a portfolio of private market funds.
subClassification: Corporate Finance & Investment BankingCorporate Finance & Investment Banking
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
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 seven days ago

Financial Adviser - Entry Level

at Enva Financial

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•Expiring
27d ago•Expiring
Listed twenty eight days ago

Advice and Compliance Support

at The Adviser Platform

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•Expiring
28d ago•Expiring
Listed one day 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)
1d ago
1d ago
Listed seven 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)
7d ago
7d ago
Listed twenty one hours 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)
21h ago
21h 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 twelve days ago

Adviser Assistant

at enableMe NZ Ltd

This is a Full time job

Wellington Central, Wellington(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 eleven 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)
11d ago
11d ago
Listed twenty seven days ago

Entry Level Financial Adviser

at Foxplan Limited

This is a Full time job

Wellington Central, Wellington
FoxPlan is a Wellington based financial services firm, and we are looking for individuals to join our awesome Financial Adviser Program!
FoxPlan is a Wellington based financial services firm, and we are looking for individuals to join our awesome Financial Adviser Program!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
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 eleven days ago

Operation Assistant

at Industrial and Commercial Bank of China (New Zealand) Ltd

This is a Full time job

Auckland CBD, Auckland
  • Outstanding team culture where staff produce excellent results
  • A fantastic opportunity to join an international famous Bank
  • Medical Insurance, EAP, Friday food&drinks, social events, cultural celebrations
  • Outstanding team culture where staff produce excellent results
  • A fantastic opportunity to join an international famous Bank
  • Medical Insurance, EAP, Friday food&drinks, social events, cultural celebrations
Great opportunity to work as Operation Assistant in Corporate & Institutional Banking Department
Great opportunity to work as Operation Assistant in Corporate & Institutional Banking Department
subClassification: Banking - Corporate & InstitutionalBanking - Corporate & Institutional
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed four 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)
4d ago
4d 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 one day ago

Customer Specialist - Lambton Quay

at ASB Bank Limited

This is a Full time job

Wellington Central, Wellington
  • Joining a dynamic and diverse team
  • Strong professional development opportunities
  • A competitive market salary
  • Joining a dynamic and diverse team
  • Strong professional development opportunities
  • A competitive market salary
ASB Advice Centres (Branch Banking) Here at ASB the Customer is at the heart of everything we do. Our Advice Centres are currently going through an ex
ASB Advice Centres (Branch Banking) Here at ASB the Customer is at the heart of everything we do. Our Advice Centres are currently going through an ex
subClassification: Banking - Retail/BranchBanking - Retail/Branch
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed thirteen 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)
13d ago
13d 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 seventeen 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)
17h ago
17h 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 seventeen hours ago

Financial Adviser - Investments

at Apex Advice
Be an early applicant

This is a Full time job

Queenstown, Otago
  • Good remuneration plus uncapped bonus
  • Comprehensive support structure to manage reports and compliance.
  • Great team environment!
  • Good remuneration plus uncapped bonus
  • Comprehensive support structure to manage reports and compliance.
  • Great team environment!
We are looking for an experienced Financial Adviser – Investments in Queenstown to join our team.
We are looking for an experienced Financial Adviser – Investments in Queenstown to join our team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17h ago
17h ago
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