financial planning assistant in All Classifications
Refine by location
Read More

Related searches

Modify my search
This is a featured job

Personal Financial Adviser | Real Growth Opportunity

at MyFuture

This is a Full time job

Takapuna, Auckland(Hybrid)
$80,000 base + OTE up to $300,000 +
  • Uncapped earning potential with structured client journey
  • High-quality clients who value advice
  • Be part of building a high-growth advisory business
  • Uncapped earning potential with structured client journey
  • High-quality clients who value advice
  • Be part of building a high-growth advisory business
Client-focused adviser role with uncapped earnings, helping Kiwis be smarter with their money and build long-term wealth.
Client-focused adviser role with uncapped earnings, helping Kiwis be smarter with their money and build long-term wealth.
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
Featured
Featured
This is a featured job

Client Services Team Leader

at Haven Advisers

This is a Full time job

Eden Terrace, Auckland
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed twenty eight 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)
28d ago
28d ago
Listed ten days ago

Private Wealth Assistants - Auckland

at Craigs Investment Partners

This is a Full time job

Auckland CBD, Auckland
  • Build your career with one of NZ’s top investment firms
  • Be part of a collaborative and supportive team
  • Enjoy great benefits, including comprehensive medical insurance
  • Build your career with one of NZ’s top investment firms
  • Be part of a collaborative and supportive team
  • Enjoy great benefits, including comprehensive medical insurance
Are you keen to be part of a dynamic organisation in a fast paced industry?
Are you keen to be part of a dynamic organisation in a fast paced industry?
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed ten days ago

Financial Adviser and Assistant

at Mortgage Allied Associates Ltd

This is a Full time job

Royal Oak, Auckland
Lead a diverse client base as a Financial Adviser at leading Auckland practice. Competitive salary, career growth.
Lead a diverse client base as a Financial Adviser at leading Auckland practice. Competitive salary, career growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed eighteen hours ago

Personal Financial Adviser | Real Growth Opportunity

at MyFuture

This is a Full time job

Takapuna, Auckland(Hybrid)
$80,000 base + OTE up to $300,000 +
  • Uncapped earning potential with structured client journey
  • High-quality clients who value advice
  • Be part of building a high-growth advisory business
  • Uncapped earning potential with structured client journey
  • High-quality clients who value advice
  • Be part of building a high-growth advisory business
Client-focused adviser role with uncapped earnings, helping Kiwis be smarter with their money and build long-term wealth.
Client-focused adviser role with uncapped earnings, helping Kiwis be smarter with their money and build long-term wealth.
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
18h ago
18h ago
Listed seven days ago

Programmes Financial Assistant

at cbm New Zealand

This is a Part time job

Albany, Auckland(Hybrid)
$62,000 – $72,000 per year
Bring your skills in budget/financial planning, data management, & program management, to help people with disabilities overseas live their best life
Bring your skills in budget/financial planning, data management, & program management, to help people with disabilities overseas live their best life
subClassification: Financial Accounting & ReportingFinancial Accounting & Reporting
classification: Accounting(Accounting)
7d ago
7d ago
Listed fourteen 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)
14d ago
14d ago
Listed thirteen days ago

Wealth Management Associate

at Milford Asset Management

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Join a leading New Zealand investment management brand
  • Challenging and rewarding role with lots of variety
  • Engage with the business to deliver outstanding results
  • Join a leading New Zealand investment management brand
  • Challenging and rewarding role with lots of variety
  • Engage with the business to deliver outstanding results
Great opportunity to grow and develop in our collaborative high performing advisory team.
Great opportunity to grow and develop in our collaborative high performing advisory team.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed twenty four days ago

Insurance Adviser Support

at Opes Partners
Expiring soon

This is a Full time job

Christchurch Central, Canterbury
$60K-$70K +3.5% KS +Carpark +Med Insurance +Tools
  • Salary + 3.5% KIwisaver + Car Park in CBD + Tools + Medical Insurance + EAP
  • Career progression from Adviser Support to Adviser | Paid Level 5 Study
  • Supportive, kind, high performance team | Lively office culture and snacks!
  • Salary + 3.5% KIwisaver + Car Park in CBD + Tools + Medical Insurance + EAP
  • Career progression from Adviser Support to Adviser | Paid Level 5 Study
  • Supportive, kind, high performance team | Lively office culture and snacks!
Use your admin & people skills to grow your career in insurance! Support our advisers protect clients in what matters most. Progression available
Use your admin & people skills to grow your career in insurance! Support our advisers protect clients in what matters most. Progression available
subClassification: Client & Sales AdministrationClient & Sales Administration
classification: Administration & Office Support(Administration & Office Support)
24d ago
24d ago
Listed nine 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)
9d ago
9d ago
Listed two days ago

Fund Administrator Specialist | Major Global Organisation | Great $$$

at Susie Vokins Associates (SVA)

This is a Full time job

Auckland CBD, Auckland
Major well established global organisation which values its staff Rewarding role, offering great $$$ Excellent team environment and more!
Major well established global organisation which values its staff Rewarding role, offering great $$$ Excellent team environment and more!
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed three days ago

Client Services Team Leader

at Haven Advisers

This is a Full time job

Eden Terrace, Auckland
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed fourteen days ago

Client Relationship Support

at Consilium

This is a Full time job

Christchurch Central, Canterbury
  • Join a supportive team in a growing NZ financial services business
  • Full‑time role based in central Christchurch
  • Excellent training and genuine career progression
  • Join a supportive team in a growing NZ financial services business
  • Full‑time role based in central Christchurch
  • Excellent training and genuine career progression
Join our client relationship team and play a pivotal role in delivering exceptional support and technical guidance to our adviser firms.
Join our client relationship team and play a pivotal role in delivering exceptional support and technical guidance to our adviser firms.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed six days ago

Financial Adviser - New to Industry

at Haven Advisers

This is a Full time job

Mount Maunganui, Bay of Plenty
$80,000-120,000+ year 1 (building to $150k+ yr 3)
  • Kickstart your career in Financial Advice and starting making a real difference!
  • Market-led training and support provided
  • Great career progression and earning potential
  • Kickstart your career in Financial Advice and starting making a real difference!
  • Market-led training and support provided
  • 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)
6d ago
6d ago
Listed twenty seven days ago

Client Services Manager

at G3 Financial Freedom Limited
Expiring soon

This is a Full time job

Tauranga Central, Bay of Plenty
Fun, friendly financial firm seeks a people-loving Admin Manager to provide high quality support to clients & advisers & keep our busy office humming
Fun, friendly financial firm seeks a people-loving Admin Manager to provide high quality support to clients & advisers & keep our busy office humming
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
27d ago
27d ago
Listed five days ago

Client Services - Investor Support

at Debbie Graham & Associates Limited

This is a Full time job

Auckland CBD, Auckland
  • Leading Wealth Management Co
  • Provide exceptional front line service to new and existing clients
  • Auckland CBD
  • Leading Wealth Management Co
  • Provide exceptional front line service to new and existing clients
  • Auckland CBD
Bring your strong client service focus and excellent communication skills to this leading fund manager.
Bring your strong client service focus and excellent communication skills to this leading fund manager.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed sixteen hours ago

Financial Adviser- Life & Health (Pathway to leadership, Investment/KiwiSaver)

at Venture Private Wealth Limited

This is a Full time job

Takapuna, Auckland(Hybrid)
$85,000 – $120,000 per year (+ bonus)
  • Progress to senior adviser, Head of Insurance, or into holistic financial advice
  • Be at Venture from the start, help build a legacy
  • Independent approach to financial advice
  • Progress to senior adviser, Head of Insurance, or into holistic financial advice
  • Be at Venture from the start, help build a legacy
  • Independent approach to financial advice
Join a fast-growing advice firm offering Advisers real progression, strong earning potential, and the flexibility to shape their own career path
Join a fast-growing advice firm offering Advisers real progression, strong earning potential, and the flexibility to shape their own career path
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16h ago
16h ago
Listed twelve days ago

Client Services Officer

at Findex

This is a Full time job

Gore, Southland
  • Thrive with a team that celebrates great work and achieves outcomes together
  • Opportunities to explore career paths across divisions
  • Contribute to something bigger through our charitable impact
  • Thrive with a team that celebrates great work and achieves outcomes together
  • Opportunities to explore career paths across divisions
  • Contribute to something bigger through our charitable impact
We are looking for a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Gore on a permanent full-time basis.
We are looking for a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Gore on a permanent full-time basis.
subClassification: Client & Sales AdministrationClient & Sales Administration
classification: Administration & Office Support(Administration & Office Support)
12d ago
12d ago
Listed twenty eight days ago

Financial Adviser - Entry or Experience

at Invicta Financial
Expiring soon

This is a Full time job

Christchurch Central, Canterbury(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)
28d ago
28d 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 twenty four days ago

Life and Investment Centre Adviser

at MAS
Expiring soon

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Auckland CBD location
  • Work from home 2 days of the week
  • Excellent company benefits
  • Auckland CBD location
  • Work from home 2 days of the week
  • Excellent company benefits
Provide high quality, phone and email-based advice to MAS Members across life, disability, and investment products.
Provide high quality, phone and email-based advice to MAS Members across life, disability, and investment products.
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
24d ago
24d ago
Modify my search
How relevant are your results?

Receive new jobs for this search by email

Return to search results
Modify my search

Select a job

Display details here