Client Adviser
4 days ago
Base + 6% superannuation + benefits + insurances
We have an exciting opportunity for a Client Adviser role to join our Client Experience & Sales business unit within the wider Retail team. The role is responsible for delivering the adviser service proposition to our Direct & Workplace existing client base. This role is also responsible for providing quality advice and help to our clients, which will support growth in cash flow and sales as well as retention for our business.
Key Responsibilities- Knowledge of financial services industry and wealth and Investment products & investment markets.
- Track record of success in dealing with complex high value telephone-based client relationships.
- Excellent interpersonal skills and a desire to contribute to a great team culture.
- National Certificate in Financial Services.
- Tertiary qualification in business or finance preferred.
Who we are – ko wai tātau
We're a leading provider of KiwiSaver, helping our clients to determine the best strategies to reach their financial goals. We also offer a range of general insurance products to help provide financial security, including house, car, contents, and travel insurance.
Our purpose – helping people create their tomorrow – describes why we exist and our commitment to customers, partners, the community, and other key stakeholders. At the heart of everything we do is our commitment to deliver strong and sustainable outcomes for our customers, to help them get where they want to go in life.
We recognise the vital role business needs to play to support our communities. That's a key part of who we are and what we do. We're proud to be:
- Rainbow Tick certified.
- Living Wage accredited.
- Partner of mental health charity Voices of Hope.
Te whakaute hei paparahi, kia toitū tea o hurihuri nei - Care is the foundation of living a meaningful and sustainable life.
At AMP we are dedicated to fostering an inclusive and culturally rich environment that reflects New Zealand and celebrates the diversity of our workforce. A key part of our journey is to embed Māori customs and protocols into our business practice. We encourage our people to engage and build competency in this space, as we strive to foster stronger connections with each other, our customers, partners, and the communities we serve.
Financial wellbeing is key to leading a fulfilled and happy life. But wellbeing for us is about more than just money. Which is why in addition to several market-leading financial benefits, we provide our people with opportunities and support to develop and grow their careers as well as a range of wellbeing initiatives, including:
- WeFlex – our flexible working programme.
- Up to 6% Kiwisaver employer contribution.
- Life and income protection cover.
- Medical Insurance – Southern Cross free cover on Wellbeing 2 plans.
- Access to confidential counselling, nutritionists, financial advice, and wellness coaching for you and your immediate whānau.
- Volunteering programme with our incredible charity partners.
So if like us, you have a passion for helping Kiwis achieve a brighter future, apply today
#J-18808-Ljbffr-
Client Adviser
4 days ago
Auckland, Auckland, New Zealand AMP Group Full timeWe have an exciting opportunity for a Client Adviser role to join our Client Experience & Sales business unit within the wider Retail team. The role is responsible for delivering the adviser service proposition to our Direct & Workplace existing client base. This role is also responsible for providing quality advice and help to our clients, which will...
-
Mortgage Adviser
4 days ago
Auckland, Auckland, New Zealand Blue Ocean Capital Group Limited Full timeWe are seeking a motivated and driven Mortgage Adviser to join our team. As a Mortgage Adviser, you will work closely with clients to understand their financial needs and develop tailored strategies to help them achieve their short-term and long-term financial objectives. This role is commission-based, offering unlimited earning potential for individuals who...
-
Financial Adviser
6 days ago
Auckland, Auckland, New Zealand Tyler Wren Full timeBase Salary + Performance Bonus + Annual Remuneration Review + Tools of TradeOn-The-Job coaching & Development + MentoringAuckland City basedAre you an experienced Financial Adviser looking to take the next step in your career?Our client, a leading private wealth firm, seeks a highly skilled financial adviser focusing on investment advice.This is your...
-
Domestic Adviser
1 day ago
Auckland, Auckland, New Zealand Tyler Wren Full timeAre you an experienced Domestic Adviser looking for your next opportunity? Join a well-established brokerage on the North Shore, where you'll manage a portfolio of personal and small business clients, ensuring retention and growth while providing outstanding service.About the Role:As a Domestic Broker, you'll be responsible for maintaining strong...
-
Financial Adviser
2 weeks ago
Auckland, Auckland, New Zealand Tyler Wren Full timeBase Salary + Performance Bonus + Annual Remuneration Review + Tools of TradeOn-The-Job coaching & Development + MentoringAuckland City basedAre you an experienced Financial Adviser looking to take the next step in your career? Our client, a leading private wealth firm, seeks a highly skilled financial adviser focusing on investment advice. This is your...
-
Mortgage Adviser
4 days ago
Auckland, Auckland, New Zealand Property IQ Full timeAdd expected salary to your profile for insightsLooking to grow your mortgage advisory business but struggling to find quality leads? We can helpWe're offering a fantastic opportunity for experienced mortgage advisers to build their business under our FAP. With a steady flow of qualified leads, you'll have the flexibility to work from home, enjoy a...
-
Investment Adviser
1 week ago
Auckland, Auckland, New Zealand Fisher Funds Full timeAre you ready to take your career to the next level with Fisher Funds?We are looking for a driven and skilled Investment Adviser to join our team, dedicated to providing market-leading advice and exceptional service to our clients.About the Role: As an Investment Adviser, you'll be at the forefront of client engagement, representing Fisher Funds to both...
-
Financial Adviser
1 week ago
Auckland, Auckland, New Zealand Robert Walters Full timeFinancial Adviser (2052360/001) Auckland, New ZealandOur client, Partners Life, is seeking a dedicated and professional Financial Adviser to join their team in Auckland. This role offers an exciting opportunity to provide expert life insurance advice to customers with varying protection needs.As a Financial Adviser, you will be committed to your own...
-
Financial Adviser
1 week ago
Auckland, Auckland, New Zealand Robert Walters New Zealand Full timeOur client, Partners Life, is seeking a dedicated and professional Financial Adviser to join their team in Auckland. This role offers an exciting opportunity to provide expert life insurance advice to customers with varying protection needs.As a Financial Adviser, you will be committed to your own professional growth while contributing to the success of a...
-
Investment Adviser
2 weeks ago
Auckland, Auckland, New Zealand Fisher Funds Full timeAre you ready to take your career to the next level with Fisher Funds? We are looking for a driven and skilled Investment Adviser to join our team, dedicated to providing market-leading advice and exceptional service to our clients.About the Role:As an Investment Adviser, you'll be at the forefront of client engagement, representing Fisher Funds to both...
-
Insurance Adviser
2 weeks ago
Auckland, Auckland, New Zealand Sk Financial Group - Mortgage & Insurance Full timeCompany DescriptionAt SK Financial Group, our core values of integrity, respect, transparency, and accountability guide everything we do.We specialize in simplifying the process of buying a home, investing in property, and protecting your loved ones with tailored insurance solutions.Our Director, Saneel Kumar, brings over 11 years of experience working with...
-
Insurance adviser
1 week ago
Auckland, Auckland, New Zealand SK Financial Group - Mortgage & Insurance Full timeCompany DescriptionAt SK Financial Group, our core values of integrity, respect, transparency, and accountability guide everything we do. We specialize in simplifying the process of buying a home, investing in property, and protecting your loved ones with tailored insurance solutions. Our Director, Saneel Kumar, brings over 11 years of experience working...
-
Client Application Specialist
1 week ago
Auckland, Auckland, New Zealand Hudson Nz Full timeJob Description OverviewThis role involves working in a fast-paced environment where you will be responsible for managing client relationships and processing transactions. If you have excellent communication skills, a strong attention to detail, and a passion for providing exceptional customer service, this could be the perfect opportunity for you.Key...
-
Freelance Mortgage Adviser Opportunity
3 days ago
Auckland, Auckland, New Zealand Property IQ Full timeGrow Your Mortgage Advisory Business with Property IQWe're offering an excellent opportunity for experienced mortgage advisers to build their business under our Financial Advisory Partnership (FAP). This allows you to focus on what you do best – helping clients secure the best mortgage solutions.Our Offering:Steady Flow of Qualified Leads: No more endless...
-
Client Operations Officer
2 weeks ago
Auckland, Auckland, New Zealand Apex Group Ltd Full timeClient Operations Officer - CashApply locations Auckland time type Full time posted on Posted 21 Days Ago job requisition id JR-0005918The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and...
-
Expert Financial Adviser
3 days ago
Auckland, Auckland, New Zealand Robert Walters New Zealand Full timeAbout the OpportunityWe are seeking a highly skilled and experienced Financial Adviser to join our team in Auckland. As a Financial Adviser, you will be responsible for providing expert life insurance advice to customers with varying protection needs. Your day-to-day responsibilities will involve championing the need for expert life insurance advice,...
-
Personal Finance Adviser
5 days ago
Auckland, Auckland, New Zealand Tangram Full timeFinancial Services Career OpportunityTangram is a leading provider of financial services, and we are seeking a talented Personal Finance Adviser to join our team. As a key member of our financial services team, you will be responsible for delivering exceptional client experiences through personalized lending solutions. Your expertise in residential home...
-
Associate Solicitor
1 day ago
Auckland, Auckland, New Zealand Das Group Full timeAbout the Role:We are looking for an experienced Associate Solicitor to join our Private Client team in the Employment Law department. As an Associate, you will be responsible for handling a variety of private client employment work, including non-contentious tasks such as advising on settlement agreement terms and drafting contracts of employment.Your Key...
-
Client Support Liaison
2 weeks ago
Auckland, Auckland, New Zealand Assa Abloy Sicherheitstechnik Gmbh Full timeResponsibilitiesLeading person for answering inbound phone calls.Providing customers with technical information where possible and organizing technical salespeople to provide correct information.Managing customer walk-ins for pick-up orders and advising Dispatch of requirements.Maintaining relationship for pricing and after-sales service with key reseller...
-
Client Service Expert
3 days ago
Auckland, Auckland, New Zealand AMP Group Full timeWe're a leading provider of KiwiSaver, helping our clients to determine the best strategies to reach their financial goals. Our Client Adviser role is responsible for delivering exceptional service and quality advice to our Direct & Workplace client base.Key ResponsibilitiesDevelop in-depth knowledge of the financial services industry, wealth management, and...