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This is a featured job

Settlements Officer- 12Months Contract

at Apex Investment Administration (NZ) Limited

This is a Full time job

Auckland CBD, Auckland
  • Great opportunity with a leading global financial services firm
  • CBD location
  • Working experience with Settlements - Funds
  • Great opportunity with a leading global financial services firm
  • CBD location
  • Working experience with Settlements - Funds
Acting as the second in charge for the Settlements Team Leader and take an active part in the day-to-day operational processes of the Settlements Team
Acting as the second in charge for the Settlements Team Leader and take an active part in the day-to-day operational processes of the Settlements Team
subClassification: SettlementsSettlements
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Admin and Financial Assistant

at Mortgage Allied Associates Ltd
Immediate start

This is a Full time job

Royal Oak, Auckland
Competitive salary, health cover & career growth. Support clients through their mortgage journey with us.
Competitive salary, health cover & career growth. Support clients through their mortgage journey with us.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
Featured
Featured
Listed fifteen days ago

Wealth Management Associate - JBWere NZ

at FirstCape Limited

This is a Full time job

Auckland CBD, Auckland
  • Make a meaningful impact in one of NZ's most trusted wealth businesses
  • Build a strong foundation for long‑term progression within financial services
  • Be part of a people‑focused organisation that values teamwork and development
  • Make a meaningful impact in one of NZ's most trusted wealth businesses
  • Build a strong foundation for long‑term progression within financial services
  • Be part of a people‑focused organisation that values teamwork and development
Wealth Management Associates provide assistance to JBWere Advisers as the key client contact providing full support on non-advisory matters.
Wealth Management Associates provide assistance to JBWere Advisers as the key client contact providing full support on non-advisory matters.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed twenty eight days ago

Investment Services Associate

at Luminous Talent

This is a Full time job

Auckland CBD, Auckland
  • Auckland CBD
  • New role in a growing team
  • Multi-Award winning business
  • Auckland CBD
  • New role in a growing team
  • Multi-Award winning business
An exciting opportunity has arisen to join a growing and highly regarded investment management business as an Investment Services Associate.
An exciting opportunity has arisen to join a growing and highly regarded investment management business as an Investment Services Associate.
subClassification: Client ServicesClient Services
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

Auckland CBD, Auckland
$60,000 + Quarterly bonuses
  • Become a Financial Adviser for start 2027!
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
  • Become a Financial Adviser for start 2027!
  • 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)
1d ago
1d ago
Listed two days ago

Settlements Officer- 12Months Contract

at Apex Investment Administration (NZ) Limited

This is a Full time job

Auckland CBD, Auckland
  • Great opportunity with a leading global financial services firm
  • CBD location
  • Working experience with Settlements - Funds
  • Great opportunity with a leading global financial services firm
  • CBD location
  • Working experience with Settlements - Funds
Acting as the second in charge for the Settlements Team Leader and take an active part in the day-to-day operational processes of the Settlements Team
Acting as the second in charge for the Settlements Team Leader and take an active part in the day-to-day operational processes of the Settlements Team
subClassification: SettlementsSettlements
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed fifteen days ago

Retirement Coach | KiwiSaver & Investments

at KPI Partners

This is a Full time job

Auckland CBD, Auckland(Hybrid)
$100-110k + bonus + Incentives
  • Help clients navigate KiwiSaver, investments, and retirement planning
  • $100K-$110K base + bonus + 6% KiwiSaver + hybrid working
  • Ideal for experienced financial services professionals seeking meaningful client
  • Help clients navigate KiwiSaver, investments, and retirement planning
  • $100K-$110K base + bonus + 6% KiwiSaver + hybrid working
  • Ideal for experienced financial services professionals seeking meaningful client
Leverage your experience in KiwiSaver, wealth management, banking, or client relationship management to help New Zealanders plan for retirement.
Leverage your experience in KiwiSaver, wealth management, banking, or client relationship management to help New Zealanders plan for retirement.
Recruited byEttienne Erasmus
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed two days ago

Complex Case Manager (Trusts, Estates & PPPR)

at Public Trust

This is a Full time job

Auckland CBD, Auckland
  • Make a difference in the lives of our most vulnerable customers
  • Collaborative and supportive team
  • Role is open to anywhere in New Zealand
  • Make a difference in the lives of our most vulnerable customers
  • Collaborative and supportive team
  • Role is open to anywhere in New Zealand
Join a purpose led team supporting vulnerable clients, managing trusts and estates with care.
Join a purpose led team supporting vulnerable clients, managing trusts and estates with care.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed ten days ago

Admin and Financial Assistant

at Mortgage Allied Associates Ltd
Immediate start

This is a Full time job

Royal Oak, Auckland
Competitive salary, health cover & career growth. Support clients through their mortgage journey with us.
Competitive salary, health cover & career growth. Support clients through their mortgage journey with us.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
10d ago
10d ago
Listed ten days ago

KiwiSaver Specialist

at Cultivate – SEEK Medium Agency of the Year 2023 & 2024

This is a Full time job

Auckland CBD, Auckland
$75,000 - $85,000 +monthly bonus + study support
  • Varied role managing your own pipeline from engagement to onboarding
  • Join a specialist, growing KiwiSaver provider with a personalised approach
  • Lots of investment learning and genuine career pathway opportunities
  • Varied role managing your own pipeline from engagement to onboarding
  • Join a specialist, growing KiwiSaver provider with a personalised approach
  • Lots of investment learning and genuine career pathway opportunities
Be part of a growing, tech-forward KiwiSaver team - collaborative culture, real career pathways, uncapped bonus, and unmatched investment learning.
Be part of a growing, tech-forward KiwiSaver team - collaborative culture, real career pathways, uncapped bonus, and unmatched investment learning.
Recruited byKathryn Clarke
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed thirteen 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)
13d ago
13d ago
Listed fifteen 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 $180k+ yr 3)
  • Incredible earning potential with a company that collaborates and rewards
  • We have an industry-led gold standard training programme to ensure you do well
  • Career progression pathways that move Advisors into leadership opportunities
  • Incredible earning potential with a company that collaborates and rewards
  • We have an industry-led gold standard training programme to ensure you do well
  • Career progression pathways that move Advisors into leadership opportunities
Time for a career shift? We are looking to help driven professionals enter the Financial Services industry!
Time for a career shift? We are looking to help driven professionals enter the Financial Services industry!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed eight days ago

Customer Success and Growth Coordinator

at Valocity Limited

This is a Full time job

Auckland CBD, Auckland
Drive customer success and growth. Build relationships, identify expansion opportunities, and thrive in a supportive team culture.
Drive customer success and growth. Build relationships, identify expansion opportunities, and thrive in a supportive team culture.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Sales(Sales)
8d ago
8d ago
Listed one day ago

Relationship Associate Corporate Banking (12-month Fixed Term)

at Bank of China (New Zealand)

This is a Full time job

Auckland CBD, Auckland
  • Professional Growth: We invest in your development through tailored resources
  • Inclusive Culture & Recognition: We embrace diversity & celebrate staff success
  • Health and Wellbeing: We offer comprehensive welfare benefits
  • Professional Growth: We invest in your development through tailored resources
  • Inclusive Culture & Recognition: We embrace diversity & celebrate staff success
  • Health and Wellbeing: We offer comprehensive welfare benefits
Advance your corporate banking career in a dynamic, client-focused role with excellent growth opportunities!
Advance your corporate banking career in a dynamic, client-focused role with excellent growth opportunities!
subClassification: Banking - Corporate & InstitutionalBanking - Corporate & Institutional
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed seven days ago

Financial Adviser - Enter the industry!

at Enva Financial

This is a Full time job

Wellington Central, Wellington
$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)
7d ago
7d ago
Listed two days ago

Associate Adviser - Tauranga

at Forsyth Barr Limited

This is a Full time job

Tauranga Central, Bay of Plenty
  • Majority Staff owned and New Zealand NZX Firm
  • Competitive Remuneration Package
  • Challenging and Diverse Role
  • Majority Staff owned and New Zealand NZX Firm
  • Competitive Remuneration Package
  • Challenging and Diverse Role
This is a unique opportunity join our expanding term based in Tauranga.
This is a unique opportunity join our expanding term based in Tauranga.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed fourteen days ago

Private Wealth Associate - Rotorua

at Craigs Investment Partners

This is a Full time job

Rotorua Central, Bay of Plenty
  • Join a multi-award winning investment advisory firm
  • Varied role in a fast-paced environment
  • Comprehensive health insurance and other great benefits
  • Join a multi-award winning investment advisory firm
  • Varied role in a fast-paced environment
  • Comprehensive health insurance and other great benefits
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)
14d ago
14d ago
Listed two days ago

Complex Case Manager (Trusts, Estates & PPPR)

at Public Trust

This is a Full time job

Wellington Central, Wellington
  • Make a difference in the lives of our most vulnerable customers
  • Collaborative and supportive team
  • Role is open to anywhere in New Zealand
  • Make a difference in the lives of our most vulnerable customers
  • Collaborative and supportive team
  • Role is open to anywhere in New Zealand
Join a purpose driven team supporting our most vulnerable customers when they need it most.
Join a purpose driven team supporting our most vulnerable customers when they need it most.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twenty one hours ago

Kiwisaver/Investment Adviser

at Ensure Recruitment NZ

This is a Full time job

Auckland(Hybrid)
$90,000-$120,000 per annum
  • Auckland, Christchurch, Hamilton Offices
  • Salaried Adviser plus bonus
  • Career progression into Leadership roles
  • Auckland, Christchurch, Hamilton Offices
  • Salaried Adviser plus bonus
  • Career progression into Leadership roles
Looking to grow your career in investments with a business that will support your success?
Looking to grow your career in investments with a business that will support your success?
Recruited byHayley Jordaan
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21h ago
21h ago
Listed seven days ago

Private Wealth Assistant (CHC)- 14-mth+ Fixed Term

at Craigs Investment Partners

This is a Full time job

Christchurch Central, Canterbury
  • Gain valuable experience within one of NZ’s top investment firms
  • Utilise your strong administration and time management skills
  • Full-time fixed term position for up to 15-months
  • Gain valuable experience within one of NZ’s top investment firms
  • Utilise your strong administration and time management skills
  • Full-time fixed term position for up to 15-months
Opportunity for someone to join our Christchurch office on a full-time fixed term basis for up to 15-months.
Opportunity for someone to join our Christchurch office on a full-time fixed term basis for up to 15-months.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
7d ago
7d ago
Listed fifteen days ago

Advice Assurance Specialist

at FirstCape Limited

This is a Contract/Temp job

Auckland CBD, Auckland
  • Review and strengthen advice quality in a leading wealth business
  • Partner with advisers and leaders to drive better client outcomes
  • Build risk, compliance and assurance expertise with strong exposure
  • Review and strengthen advice quality in a leading wealth business
  • Partner with advisers and leaders to drive better client outcomes
  • Build risk, compliance and assurance expertise with strong exposure
Join us to support high-quality financial advice through assurance, insights, and collaboration in a leading wealth management business.
Join us to support high-quality financial advice through assurance, insights, and collaboration in a leading wealth management business.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed fifteen hours ago

Mortgage Adviser Lending Assistant (Mandarin-Speaking)

at WL Business Service Ltd
Be an early applicant

This is a Part time job

Rosedale, Auckland
  • Flexible part-time hours with full-time opportunities available
  • Flexible part-time hours with full-time opportunities available
Part-time flexibility with competitive pay. Bridge cultures as a Mandarin-speaking lending assistant.
Part-time flexibility with competitive pay. Bridge cultures as a Mandarin-speaking lending assistant.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
15h ago
15h ago
Listed eight days ago

Commercial Associate

at Vesta Finance & Advisory

This is a Full time job

Ahuriri, Hawkes Bay(Hybrid)
  • Genuine Career Growth in Commercial Finance
  • Flexible Hybrid & Remote Working
  • High-Impact Role with Real Ownership
  • Genuine Career Growth in Commercial Finance
  • Flexible Hybrid & Remote Working
  • High-Impact Role with Real Ownership
Commercial Associate supporting business, commercial, residential and investment lending. Flexible remote role with monthly Hawke's Bay travel.
Commercial Associate supporting business, commercial, residential and investment lending. Flexible remote role with monthly Hawke's Bay travel.
subClassification: Banking - BusinessBanking - Business
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed twenty three days ago

Financial Adviser/Planner

at SurePlan Financial

This is a Full time job

Grafton, Auckland
$125,000 – $140,000 per year
  • Service existing clients and new clients provided to you
  • Focus on advising clients and the support team will handle the admin
  • Be part of a company that actually changes peoples lives for the better
  • Service existing clients and new clients provided to you
  • Focus on advising clients and the support team will handle the admin
  • Be part of a company that actually changes peoples lives for the better
If you are a talented Financial Adviser/Planner looking to make a real difference in people's lives, then this role could be for you.
If you are a talented Financial Adviser/Planner looking to make a real difference in people's lives, then this role could be for you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
23d ago•Expiring
23d ago•Expiring
Listed twenty two days ago

Client Manager

at Perpetual Guardian

This is a Full time job

Christchurch Central, Canterbury
  • Work with experts in the field of Trusts, Estates and inter-generational wealth
  • Medical and Life Insurance
  • Career Growth Opportunities
  • Work with experts in the field of Trusts, Estates and inter-generational wealth
  • Medical and Life Insurance
  • Career Growth Opportunities
Grow client relationships and deliver tailored estate and trust services while driving business growth in a dynamic, client-focused role
Grow client relationships and deliver tailored estate and trust services while driving business growth in a dynamic, client-focused role
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed three days ago

Customer Services Representative

at Computershare Ltd

This is a Full time job

Auckland(Hybrid)
excellent employee benefits (AUD)
Seeking a Customer Services Representative to join us our Auckland office.
Seeking a Customer Services Representative to join us our Auckland office.
subClassification: OtherOther
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed ten 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)
10d ago
10d ago
Listed fifteen days ago

Senior Associate, International Middle Markets

at HSBC

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • High quality corporate clients
  • Global organisation
  • Broad product offerings
  • High quality corporate clients
  • Global organisation
  • Broad product offerings
Join HSBC’s global network & work closely with Relationship Managers to support a diverse portfolio of top corporate clients and product offerings.
Join HSBC’s global network & work closely with Relationship Managers to support a diverse portfolio of top corporate clients and product offerings.
subClassification: Banking - Corporate & InstitutionalBanking - Corporate & Institutional
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed twenty one days ago

Relationship Specialist

at Ensure Recruitment NZ

This is a Full time job

Auckland(Hybrid)
$70,000-$75,000 plus benefits
  • Hybrid Role
  • Clear pathways for growth within the business
  • Competitive salary plus benefits
  • Hybrid Role
  • Clear pathways for growth within the business
  • Competitive salary plus benefits
Join a growing financial planning firm and play a key role supporting advisers with their clients.
Join a growing financial planning firm and play a key role supporting advisers with their clients.
Recruited byHayley Jordaan
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed thirteen days ago

Investment Administrator

at Find Recruitment

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Offices based in Auckland City Fringe + WFH 2 days per week (once trained)
  • Work within a growing company with a supportive culture
  • Competitive base salary on offer + excellent benefits
  • Offices based in Auckland City Fringe + WFH 2 days per week (once trained)
  • Work within a growing company with a supportive culture
  • Competitive base salary on offer + excellent benefits
Our client is looking for an experienced Investment Administrator to join their team on a permanent basis!
Our client is looking for an experienced Investment Administrator to join their team on a permanent basis!
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
13d ago
13d ago
Listed eight days ago

Adviser, Investment Management

at Financial Markets Authority (FMA)

This is a Full time job

Auckland CBD, Auckland(Hybrid)
$95,000-$105,000 + plus 4% KiwiSaver and benefits
  • Create meaningful outcomes for NZ consumers and markets
  • Central CBD location
  • Hybrid work arrangement, 3 days in office, 2 days flexible
  • Create meaningful outcomes for NZ consumers and markets
  • Central CBD location
  • Hybrid work arrangement, 3 days in office, 2 days flexible
Support FMA supervision of investment markets by identifying risks, engaging stakeholders, and improving investor protection and market integrity.
Support FMA supervision of investment markets by identifying risks, engaging stakeholders, and improving investor protection and market integrity.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed twenty days ago

Senior Associate – Financial Services

at Titan Wealth NZ Ltd

This is a Full time job

Auckland CBD, Auckland
$43,000 – $58,000 per year
Financial services role in Auckland supporting advisers with business development, client research, admin and training toward advisory progression.
Financial services role in Auckland supporting advisers with business development, client research, admin and training toward advisory progression.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
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