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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 twenty one 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)
21d ago
21d ago
Listed one day 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)
1d ago
1d ago
Listed six 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)
6d ago
6d ago
Listed eleven hours 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)
11h ago
11h ago
Listed one day ago

Client Services Specialist

at Enva Financial

This is a Full time job

Eden Terrace, Auckland
Come and join a High performing team with great career progression.
Come and join a High performing team with great career progression.
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
1d ago
1d ago
Listed fourteen days ago

Wealth Administrator

at The People Place

This is a Full time job

Auckland CBD, Auckland(Hybrid)
Flexibility, career growth, social events
  • Fast-paced, hands-on role supporting financial advisers and clients
  • Join a collaborative team focused on success; build your career
  • Beautiful modern offices in the CBD; active social events
  • Fast-paced, hands-on role supporting financial advisers and clients
  • Join a collaborative team focused on success; build your career
  • Beautiful modern offices in the CBD; active social events
Support advisers, work with high net worth clients, and build a strong foundation for a career in wealth management.
Support advisers, work with high net worth clients, and build a strong foundation for a career in wealth management.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed twenty two 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)
22d ago
22d ago
Listed seven 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)
7d ago
7d ago
Listed one day ago

Banking Adviser - Albany

at Westpac New Zealand Limited

This is a Full time job

Albany, Auckland
Attractive salary + employee benefits
  • Build a rewarding career in an innovative and collaborative environment
  • 4 weeks annual leave + 5 additional wellbeing days per year
  • Access to extensive employee benefits and discounts
  • Build a rewarding career in an innovative and collaborative environment
  • 4 weeks annual leave + 5 additional wellbeing days per year
  • Access to extensive employee benefits and discounts
Looking for a new challenge? Join us as we create better futures for our customers, our company, and you!
Looking for a new challenge? Join us as we create better futures for our customers, our company, and you!
subClassification: Banking - Retail/BranchBanking - Retail/Branch
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed five 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)
5d ago
5d ago
Listed five 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)
5d ago
5d ago
Listed thirteen days ago

Kiwisaver Specialist Link Advisory Services

at Link Financial Group Ltd

This is a Full time job

Albany, Auckland
  • Dynamic and fun team culture that celebrates everyone’s successes
  • Join a people led & digitally enabled business that is in growth mode
  • Purpose led business focussed on making a difference
  • Dynamic and fun team culture that celebrates everyone’s successes
  • Join a people led & digitally enabled business that is in growth mode
  • Purpose led business focussed on making a difference
If you are a rock star Kiwisaver adviser looking to be a part of an exciting and growing business, then this is the role for you!
If you are a rock star Kiwisaver adviser looking to be a part of an exciting and growing business, then this is the role for you!
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed one day ago

Banking Assistant

at Kiwibank

This is a Part time job

Auckland CBD, Auckland
  • Excellent staff benefits, including 4 wellbeing days
  • Grow your career with learning opportunities and development support
  • A fantastic opportunity to join a New Zealand owned bank
  • Excellent staff benefits, including 4 wellbeing days
  • Grow your career with learning opportunities and development support
  • A fantastic opportunity to join a New Zealand owned bank
Creating standout branch experiences by supporting customers with daily banking and helping them move closer to their financial goals
Creating standout branch experiences by supporting customers with daily banking and helping them move closer to their financial goals
subClassification: Banking - Retail/BranchBanking - Retail/Branch
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed thirteen days ago

Appointment Setter [NO EXPERIENCE REQUIRED]

at Carrot Wealth

This is a Full time job

Auckland CBD, Auckland
$25 – $38 per hour
  • $1,500–$1,750+/week for top performers
  • Structured training + coaching
  • Potential pathway into financial advice
  • $1,500–$1,750+/week for top performers
  • Structured training + coaching
  • Potential pathway into financial advice
Door-to-door role booking appointments. No experience needed. Earn $1.2k–$1.7k/week. High-performance role with growth for top performers.
Door-to-door role booking appointments. No experience needed. Earn $1.2k–$1.7k/week. High-performance role with growth for top performers.
subClassification: Sales - OutboundSales - Outbound
classification: Call Centre & Customer Service(Call Centre & Customer Service)
13d ago
13d ago
Listed nine days ago

Adviser Assistant - Auckland East

at Forsyth Barr Limited

This is a Full time job

East Tamaki, Auckland
  • Opportunity to work for a well regarded New Zealand owned firm
  • Competitive remuneration package
  • Diverse and Challenging work
  • Opportunity to work for a well regarded New Zealand owned firm
  • Competitive remuneration package
  • Diverse and Challenging work
This is a rare opportunity for someone to join our great team in our Auckland East office.
This is a rare opportunity for someone to join our great team in our Auckland East office.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed eight days ago

Health Insurance Administrator (Fixed Term)

at Aon New Zealand

This is a Part time job

Auckland CBD, Auckland(Hybrid)
  • Meaningful client service and admin, solving real health insurance needs
  • Supportive, collaborative team with great onboarding, training and growth
  • Health & life insurance, flexible working, wellbeing days, EAP and early Fridays
  • Meaningful client service and admin, solving real health insurance needs
  • Supportive, collaborative team with great onboarding, training and growth
  • Health & life insurance, flexible working, wellbeing days, EAP and early Fridays
Supportive team role combining client service and admin, with great benefits, flexibility, wellbeing days and strong development opportunities.
Supportive team role combining client service and admin, with great benefits, flexibility, wellbeing days and strong development opportunities.
subClassification: Client & Sales AdministrationClient & Sales Administration
classification: Administration & Office Support(Administration & Office Support)
8d ago
8d ago
Listed thirteen 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)
13d ago
13d ago
Listed fourteen hours ago

Compliance Assistant

at Apex Advice

This is a Full time job

Mount Eden, Auckland
  • Work with a great team!
  • Central Location
  • Develop your career
  • Work with a great team!
  • Central Location
  • Develop your career
We are now looking for a Compliance Assistant based in our Mount Eden, Auckland office to join the growing team.
We are now looking for a Compliance Assistant based in our Mount Eden, Auckland office to join the growing team.
subClassification: Compliance & RiskCompliance & Risk
classification: Accounting(Accounting)
14h ago
14h ago
Listed one day ago

Relationship Specialist

at Apex Advice

This is a Full time job

Mount Eden, Auckland
  • Join a growing business
  • Learn from a supportive, collaborative and knowledgeable team
  • Central suburbs location
  • Join a growing business
  • Learn from a supportive, collaborative and knowledgeable team
  • Central suburbs location
We are looking for a full time Relationship Specialist to join our growing team based in our Mount Eden office in Auckland.
We are looking for a full time Relationship Specialist to join our growing team based in our Mount Eden office in Auckland.
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
1d ago
1d ago
Listed one day ago

Customer Care Specialist

at Fidelity Life

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Great Insurance Benefits
  • Flexible working
  • Awesome Training
  • Great Insurance Benefits
  • Flexible working
  • Awesome Training
We're looking for talented Customer Services Specialist to join our team
We're looking for talented Customer Services Specialist to join our team
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
1d ago
1d ago
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