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This is a featured job

Financial Adviser

at SBS Wealth

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Existing book
  • Experienced team
  • Well supported
  • Existing book
  • Experienced team
  • Well supported
Make your mark with SBS Wealth and join our Auckland team and help nurture and grow a client portfolio in a professional and supportive environment.
Make your mark with SBS Wealth and join our Auckland team and help nurture and grow a client portfolio in a professional and supportive environment.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured•Expiring
Featured•Expiring
This is a featured job

Operations Manager

at FSG Wealth Ltd

This is a Full time job

Auckland CBD, Auckland
  • Opportunity to make the role your own
  • Long established and successful business
  • Experienced and future focused owner
  • Opportunity to make the role your own
  • Long established and successful business
  • Experienced and future focused owner
This role isn’t about keeping things running, it’s about driving our evolution. Helping to turn an established business into a future lead advisory.
This role isn’t about keeping things running, it’s about driving our evolution. Helping to turn an established business into a future lead advisory.
subClassification: ManagementManagement
classification: Banking & Financial Services(Banking & Financial Services)
Featured•Expiring
Featured•Expiring
Listed four hours ago

Head of Wealth

at Vega
Be an early applicant

This is a Full time job

Auckland CBD, Auckland
$105,000 per year
Head of Wealth, providing KiwiSaver & Personal Insurance advice.
Head of Wealth, providing KiwiSaver & Personal Insurance advice.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
4h ago
4h ago
Listed five 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)
5d ago
5d ago
Listed seven days ago

Private Wealth Assistant - Hamilton

at Craigs Investment Partners

This is a Full time job

Hamilton Central, Waikato
  • Join a multi award winning investment advisory firm
  • Varied role in a fast paced environment
  • Great benefits including comprehensive medical insurance
  • Join a multi award winning investment advisory firm
  • Varied role in a fast paced environment
  • Great benefits including comprehensive medical insurance
Ideal opportunity for someone seeking industry experience in a dynamic organisation.
Ideal opportunity for someone seeking industry experience in a dynamic organisation.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed fourteen days ago

Financial Adviser - Entry Level

at Enva Financial

This is a Full time job

Auckland CBD, Auckland
$60,000 + Regular 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)
14d ago
14d ago
Listed two days ago

Wealth Operations Specialist - Deceased Estates

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

This is a Contract/Temp job

Auckland CBD, Auckland(Hybrid)
Competitive Hourly Rate + 8% Holiday Pay
  • Approx. 3 month temp role in a leading NZ bank's wealth operations team
  • Auckland CBD Location | ASAP start | Monday - Friday
  • Supportive, close-knit team with full training provided!
  • Approx. 3 month temp role in a leading NZ bank's wealth operations team
  • Auckland CBD Location | ASAP start | Monday - Friday
  • Supportive, close-knit team with full training provided!
Step into a meaningful temp role in banking operations - great team culture, full training provided and room to grow your skills!
Step into a meaningful temp role in banking operations - great team culture, full training provided and room to grow your skills!
Recruited byChelsea Widjaja
subClassification: OtherOther
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed one day 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)
1d ago
1d ago
Listed nine hours ago

Adviser Assistant - Kapiti

at Forsyth Barr Limited

This is a Full time job

Paraparaumu, Wellington
  • 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 based in our Kapiti Team.
This is a rare opportunity for someone to join our great team based in our Kapiti Team.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
9h ago
9h ago
Listed one day ago

KiwiSaver Adviser

at The Money Men

This is a Full time job

Orewa, Auckland(Hybrid)
$90,000 – $110,000 per year
Step into an established KiwiSaver book with real upside, full autonomy, and the chance to make a genuine impact.
Step into an established KiwiSaver book with real upside, full autonomy, and the chance to make a genuine impact.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed one day ago

Operations Analyst

at NZX Limited

This is a Full time job

Albany, Auckland
  • Work in NZX's growing Wealth Technologies business.
  • Hands-on operations role across investments and platforms.
  • Support continuous improvement and innovation in operations.
  • Work in NZX's growing Wealth Technologies business.
  • Hands-on operations role across investments and platforms.
  • Support continuous improvement and innovation in operations.
Support trade settlements, corporate actions, audits, transfers, and adviser queries to ensure smooth, accurate daily investment operations.
Support trade settlements, corporate actions, audits, transfers, and adviser queries to ensure smooth, accurate daily investment operations.
subClassification: Analysis & ReportingAnalysis & Reporting
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed twenty seven days ago

Financial Adviser

at SBS Wealth

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Existing book
  • Experienced team
  • Well supported
  • Existing book
  • Experienced team
  • Well supported
Make your mark with SBS Wealth and join our Auckland team and help nurture and grow a client portfolio in a professional and supportive environment.
Make your mark with SBS Wealth and join our Auckland team and help nurture and grow a client portfolio in a professional and supportive environment.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed thirteen days ago

Private Wealth Assistant - Palmerston North

at Craigs Investment Partners

This is a Full time job

Palmerston North Central, Manawatu
  • Join a multi award winning investment advisory firm
  • Varied role in a fast paced environment
  • Great benefits including comprehensive medical insurance
  • Join a multi award winning investment advisory firm
  • Varied role in a fast paced environment
  • Great benefits including comprehensive medical insurance
Ideal opportunity for someone seeking industry experience in a dynamic organisation.
Ideal opportunity for someone seeking industry experience in a dynamic organisation.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed three hours ago

Adviser Assistant - Christchurch

at Forsyth Barr Limited
Be an early applicant

This is a Full time job

Christchurch Central, Canterbury
  • 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 Christchurch office.
This is a rare opportunity for someone to join our great team in our Christchurch office.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3h ago
3h ago
Listed one day 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)
1d ago
1d ago
Listed five days ago

Customer Experience Representative

at NZX Limited

This is a Full time job

Auckland CBD, Auckland
  • Be the first touch point for our customers.
  • Put in action your passion for providing an exceptional customer experience.
  • Outstanding Auckland CBD location and excellent team culture.
  • Be the first touch point for our customers.
  • Put in action your passion for providing an exceptional customer experience.
  • Outstanding Auckland CBD location and excellent team culture.
Enjoy working with data and helping customers? We'd love to hear from you!
Enjoy working with data and helping customers? We'd love to hear from you!
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
5d ago
5d ago
Listed twenty 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)
20d ago
20d ago
Listed twenty three 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)
23d ago
23d ago
Listed three hours ago

Advisory Operations Coordinator

at Ascend Recruitment Limited

This is a Full time job

Auckland CBD, Auckland
Squirrel Days + Team Events + Discounted Parking
  • Modern offices in the CBD, collaborative & supportive team
  • Great career progression opportunities for your future
  • Competitive Salary + 4% Kiwisaver + Incentive + Training
  • Modern offices in the CBD, collaborative & supportive team
  • Great career progression opportunities for your future
  • Competitive Salary + 4% Kiwisaver + Incentive + Training
Pivotal role supporting a busy advisory team, coordinating key processes ensuring behind the scenes operates smoothly, accurately, and effectively
Pivotal role supporting a busy advisory team, coordinating key processes ensuring behind the scenes operates smoothly, accurately, and effectively
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
3h ago
3h ago
Listed twenty seven days ago

Operations Manager

at FSG Wealth Ltd

This is a Full time job

Auckland CBD, Auckland
  • Opportunity to make the role your own
  • Long established and successful business
  • Experienced and future focused owner
  • Opportunity to make the role your own
  • Long established and successful business
  • Experienced and future focused owner
This role isn’t about keeping things running, it’s about driving our evolution. Helping to turn an established business into a future lead advisory.
This role isn’t about keeping things running, it’s about driving our evolution. Helping to turn an established business into a future lead advisory.
subClassification: ManagementManagement
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed twenty seven days ago

Wealth Management Associate -Hawkes Bay

at Debbie Graham & Associates Limited

This is a Full time job

Havelock North, Hawkes Bay
  • Have previous experience in investment advice services.
  • Challenging and rewarding role with lots of variety.
  • Provide efficient and timely delivery of service to clients.
  • Have previous experience in investment advice services.
  • Challenging and rewarding role with lots of variety.
  • Provide efficient and timely delivery of service to clients.
Provide proactive support to the Wealth Management Advisors in the Hawkes Bay.
Provide proactive support to the Wealth Management Advisors in the Hawkes Bay.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed fifteen days ago

Customer Success Specialist

at Kernel Wealth

This is a Full time job

Auckland CBD, Auckland
Great environment in growing tech organisation!
  • Wealth platform who are growing
  • Fun and collaborative environment
  • Support our incredible customers
  • Wealth platform who are growing
  • Fun and collaborative environment
  • Support our incredible customers
As we scale, we’re looking for a Senior Customer Success Specialist to elevate our customer experience.
As we scale, we’re looking for a Senior Customer Success Specialist to elevate our customer experience.
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
15d ago
15d ago
Listed twenty nine 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)
29d ago•Expiring
29d ago•Expiring
Listed seven days ago

Client Data Administrator (Fixed-term to September 2027)

at FirstCape Limited

This is a Full time job

Auckland CBD, Auckland
  • Be at the heart of secure and seamless client experiences
  • Work in a high-performing wealth, risk & compliance environment
  • Build expertise in client data, onboarding, and governance
  • Be at the heart of secure and seamless client experiences
  • Work in a high-performing wealth, risk & compliance environment
  • Build expertise in client data, onboarding, and governance
Support client onboarding and data integrity, ensuring secure, compliant and seamless experiences for clients and stakeholders.
Support client onboarding and data integrity, ensuring secure, compliant and seamless experiences for clients and stakeholders.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed seven days ago

Client Data Administrator (Fixed-term to September 2027)

at FirstCape Limited

This is a Full time job

Wellington Central, Wellington
  • Be at the heart of secure and seamless client experiences
  • Work in a high-performing wealth, risk & compliance environment
  • Build expertise in client data, onboarding, and governance
  • Be at the heart of secure and seamless client experiences
  • Work in a high-performing wealth, risk & compliance environment
  • Build expertise in client data, onboarding, and governance
Support client onboarding and data integrity, ensuring secure, compliant and seamless experiences for clients and stakeholders.
Support client onboarding and data integrity, ensuring secure, compliant and seamless experiences for clients and stakeholders.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed twenty one days ago

Investor Customer Services - Simplicity NZ, Takapuna

at Simplicity NZ Ltd

This is a Full time job

Takapuna, Auckland(Hybrid)
A great opportunitty to join our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture !
A great opportunitty to join our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture !
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed twenty six days ago

Wealth Advisor - 10 month contract in Auckland

at Debbie Graham & Associates Limited

This is a Full time job

Auckland CBD, Auckland
  • Manage a portfolio of clients in the Auckland office.
  • Ability to develop quality relationships.
  • Work for a leading fund manager
  • Manage a portfolio of clients in the Auckland office.
  • Ability to develop quality relationships.
  • Work for a leading fund manager
Opportunity for an accomplished wealth management professional - 10 month contract.
Opportunity for an accomplished wealth management professional - 10 month contract.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
26d ago•Expiring
Listed seven days ago

Wealth Managment Lead Adviser - Northland

at Debbie Graham & Associates Limited
Be an early applicant

This is a Full time job

Whangarei Central, Northland
  • Build and maintain strong client relationships and networks.
  • Proven track record of providing investment advice.
  • Ideally you will have an established business and community network.
  • Build and maintain strong client relationships and networks.
  • Proven track record of providing investment advice.
  • Ideally you will have an established business and community network.
Opportunity to lead and shape a team of Wealth Advisors in the Northland region. .
Opportunity to lead and shape a team of Wealth Advisors in the Northland region. .
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed two days ago

Loans Administrator - Diversified Property Fund

at Debbie Graham & Associates Limited

This is a Full time job

Auckland CBD, Auckland
  • Career growth and broader exposure
  • Stability and quality of the business
  • Autonomy, flexibility, and supportive leadership
  • Career growth and broader exposure
  • Stability and quality of the business
  • Autonomy, flexibility, and supportive leadership
Reporting to the CEO you will have responsibility for the administration of all loans for a Managed Investment Scheme.
Reporting to the CEO you will have responsibility for the administration of all loans for a Managed Investment Scheme.
subClassification: OtherOther
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed fourteen days ago

Wealth Management Adviser/Team Lead

at enableMe NZ Ltd

This is a Full time job

Takapuna, Auckland(Hybrid)
  • Exciting leadership opportunity
  • Flexible working environment + benefits
  • Help Kiwis take control of their finances & realise a better financial future
  • Exciting leadership opportunity
  • Flexible working environment + benefits
  • Help Kiwis take control of their finances & realise a better financial future
We are looking for an experienced Wealth Management Adviser to lead from the front while continuing to build trusted client relationships.
We are looking for an experienced Wealth Management Adviser to lead from the front while continuing to build trusted client relationships.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed one hour ago

Senior Investment Adviser

at Likemind
Be an early applicant

This is a Full time job

Wellington Central, Wellington(Hybrid)
Up to $145,000 for the relevant experience
  • Permanent opportunity
  • Wellington based
  • Lead complex finance programmes
  • Permanent opportunity
  • Wellington based
  • Lead complex finance programmes
Seeking a Senior Advisor with strong Investment, Emerging Markets or International environments with exposure to private sector growth
Seeking a Senior Advisor with strong Investment, Emerging Markets or International environments with exposure to private sector growth
subClassification: OtherOther
classification: Banking & Financial Services(Banking & Financial Services)
1h ago
1h ago
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