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Private Wealth Associate

at MAS

This is a Full time job

Auckland CBD, Auckland(Hybrid)
We’re looking for a Private Wealth Associate to join our Private Wealth team, playing a key role in supporting our Private Wealth Advisers.
We’re looking for a Private Wealth Associate to join our Private Wealth team, playing a key role in supporting our Private Wealth Advisers.
subClassification: OtherOther
classification: Insurance & Superannuation(Insurance & Superannuation)
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 six 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)
26d ago
26d ago
Listed six 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)
6d ago
6d ago
Listed eighteen hours ago

Private Wealth Associate

at MAS

This is a Full time job

Auckland CBD, Auckland(Hybrid)
We’re looking for a Private Wealth Associate to join our Private Wealth team, playing a key role in supporting our Private Wealth Advisers.
We’re looking for a Private Wealth Associate to join our Private Wealth team, playing a key role in supporting our Private Wealth Advisers.
subClassification: OtherOther
classification: Insurance & Superannuation(Insurance & Superannuation)
18h ago
18h ago
Listed eighteen hours 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)
18h ago
18h ago
Listed twenty seven 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)
27d ago
27d ago
Listed eleven 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)
11d ago
11d ago
Listed fifteen hours 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)
15h ago
15h ago
Listed twenty six days ago

Entry Level Financial Adviser

at Foxplan Limited
Expiring soon

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)
26d ago
26d ago
Listed seventeen days ago

Advisor Support & Client Co-Ordinator

at Cornerstone Financial Advisors Ltd
Immediate start

This is a Full time job

Cambridge, Waikato
Keeping clients looked after and the team running smoothly — this role is the engine behind great advice and lasting client relationships.
Keeping clients looked after and the team running smoothly — this role is the engine behind great advice and lasting client relationships.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
17d ago
17d ago
Listed three 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)
3d ago
3d ago
Listed six days 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)
6d ago
6d ago
Listed nineteen hours ago

Broker Support

at Blanket Insurance

This is a Full time job

Eden Terrace, Auckland
Join our award-winning team at Blanket Insurance (ANZIIF) as we continue to grow!
Join our award-winning team at Blanket Insurance (ANZIIF) as we continue to grow!
subClassification: Client & Sales AdministrationClient & Sales Administration
classification: Administration & Office Support(Administration & Office Support)
19h ago
19h ago
Listed eleven 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)
11d ago
11d ago
Listed fourteen 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)
14d ago
14d ago
Listed three days ago

Private Wealth Assistant - North Shore

at Craigs Investment Partners

This is a Full time job

Takapuna, Auckland
  • Full time, permanent opportunity
  • Great employee benefits
  • New Takapuna office
  • Full time, permanent opportunity
  • Great employee benefits
  • New Takapuna office
Ideal opportunity for someone with financial services administration experience to join our dynamic North Shore team
Ideal opportunity for someone with financial services administration experience to join our dynamic North Shore team
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed one day ago

Financial Adviser

at AIL of New Zealand Ltd

This is a Contract/Temp job

Waitakere, Auckland(Hybrid)
$80,000 – $110,000 per year
  • Work with a 31 year old NZ based team that supports our advisers 24/7
  • Customer focused mission to look after our clients
  • Conducting confidential interviews for qualified applicants for quick starts
  • Work with a 31 year old NZ based team that supports our advisers 24/7
  • Customer focused mission to look after our clients
  • Conducting confidential interviews for qualified applicants for quick starts
A 31 year NZ based insurance organisation with a superb customer satisfaction reputation is expanding and seeking dedicated full time advisers.
A 31 year NZ based insurance organisation with a superb customer satisfaction reputation is expanding and seeking dedicated full time advisers.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Sales(Sales)
1d ago
1d ago
Listed two 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)
2d ago
2d ago
Listed eighteen 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)
18d ago
18d ago
Listed twelve 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)
12d ago
12d ago
Listed three 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)
3d ago
3d ago
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