Investment Adviser

3 weeks ago


Auckland City, New Zealand Presbyterian Support Otago Full time

**Full Time**:

- **Application Closes 10 Mar 2024**:

- **Auckland - Central Auckland**:

- **Personal Financial Advisor**

**About the role**

We are looking for a motivated professional to join our established Auckland team as an Investment Adviser.

In this role you will be focused on ensuring that clients who are invested in Craigs Investment Partners (CIP) KiwiSaver, Superannuation and Savings products have portfolios that are aligned to their needs and objectives. You will also develop business plans and strategies in order to grow the client base with a keen on eye on providing high quality investment advice aligned to clients investment goals and circumstances.

To be successful in this role you must enjoy working with people and helping them make informed decisions on their investments, have excellent communication and relationship management skills, and a high degree of professionalism.

**About you**

To be successful in this role, you would:

- Be a qualified Financial Adviser
- Enjoy working with people and helping them make informed decisions relevant to their financial future;
- Have an ability to explain financial concepts in an easily understandable way;
- Be energetic, motivated and proactive;
- Be able to demonstrate strong relationship and business development skills;
- Possess excellent communication and networking skills;
- Have a high level of professionalism.

**Benefits**
- Comprehensive health insurance
- Craigs Community Day / Paid Volunteer Day
- Additional week of leave (conditions apply)
- Other leave (such as sick, bereavement, and family violence leave) from first day of employment
- Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers
- Long Service Leave
- Annual Health Check and flu vaccinations
- Flexible work options
- Savings benefits and preferential insurance rates
- Ability to participate in company equity

**About the Company**

Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.

**Why Craigs?**

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities - both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.
- _We are stronger together_
- _We strive for excellence_
- _We put people first_
- _We do what’s right_

**How to apply


  • Investment Adviser

    3 months ago


    Auckland City, New Zealand Tyler Wren Full time

    Auckland Central location - Excellent remuneration package - Supportive team and work environment Tyler Wren is working with a large client of ours to expand their team of Investment Advisers in Auckland. Individuals in the industry with experience would be preferable, however, the client is open to motivated individuals in relevant fields that wish to grow...


  • Auckland City, New Zealand Financial Markets Authority Full time

    **Take your next step in your Investment Management career**: - ** Contribute to uplifting the financial position of New Zealanders.**: - ** Can be based in either our Auckland CBD or Wellington CBD offices** We're looking for an Adviser who has about 3 - 4 years post qualification experience in either Funds Management; Risk & Compliance; Legal or Policy...


  • Wellington City, New Zealand New Zealand Government Full time

    Take your next step in your Investment Management career - Contribute to uplifting the financial position of New Zealanders. - Can be based in either our Auckland CBD or Wellington CBD offices We're looking for an Adviser who has about 3 - 4 years post qualification experience in either Funds Management; Risk & Compliance; Legal or Policy that would be keen...

  • Policy Adviser

    2 weeks ago


    Wellington City, New Zealand New Zealand Government Full time

    Provide advice influencing transport decisions and help make a real difference to improve the lives of New Zealanders. - Additional Leave + Wellness Benefit and more! - Small, friendly organisation | Flexible working by default - 2x Permanent Full Time Vacancies | Wellington CBD - Queens Wharf  He kupu mō mātou Te Manatū Waka | About Ministry of...


  • Auckland City, New Zealand Financial Markets Authority Full time

    Provide technical leadership with a complex and dynamic remit. - Significant development opportunity - exposure to Board and Senior Leadership and market participants. - Promote and influence outcome-focused regulation. - Auckland CBD or Wellington CBD location. Our team is motivated to help achieve fair outcomes for New Zealand investors. To do this, we...


  • Wellington City, New Zealand New Zealand Government Full time

    The Principal Adviser contributes to high quality advice on transport issues and supports the wider team in delivering their work programme. - Additional Leave & Wellness Payment - Flexible working + Mobile & Laptop - Scenic waterfront office, Wellington CBD  He kupu mō mātou Te Manatū Waka | About Ministry of Transport Te Manatū Waka, Ministry of...

  • Investment Adviser

    3 weeks ago


    Wellington City, New Zealand Presbyterian Support Otago Full time

    **Full Time**: - **Application Closes 23 Feb 2024**: - **Wellington - Wellington City**: - **Personal Financial Advisor** **About the role** We are looking for a motivated professional to join our established Wellington team as an Investment Adviser. In this role you will be focused on ensuring that clients who are invested in Craigs Investment...


  • Wellington City, New Zealand New Zealand Government Full time

    Provide technical leadership with a complex and dynamic remit. - Significant development opportunity - exposure to Board and Senior Leadership and market participants. - Promote and influence outcome-focused regulation. - Auckland CBD or Wellington CBD location. Our team is motivated to help achieve fair outcomes for New Zealand investors. To do this, we...


  • Wellington City, New Zealand Ministry of Education NZ Full time

    **Principal Adviser Investment Management (LTIP)** - Competitive salary, flexible working arrangements - Permanent role | Wellington based - Key role in the leading the development and implementation of the long term investment plan to support the Ministry's Investment Management Framework - Salary band from $115K to $140k plus kiwisaver - He mea _**_tārai...

  • Senior Adviser

    3 weeks ago


    Wellington City, New Zealand New Zealand Government Full time

    Te tūranga - The role Reporting to the Manager, Delivery Capability, the Senior Adviser will work as part of a wider team that facilitates and supports development, implementation and maintenance of the organisation's strategy, work prioritisation, portfolio management, investment planning, and performance frameworks. You will play a key role in the...


  • Wellington City, New Zealand New Zealand Government Full time

    Competitive salary, flexible working arrangements - Permanent role | Wellington based - Key role in the leading the development and implementation of the long term investment plan to support the Ministry's Investment Management Framework - Salary band from $115K to $140k plus kiwisaver He mea tārai e mātou te mātauranga kia rangatira ai, kia mana taurite...


  • Auckland City, New Zealand Ensure Recruitment Full time

    3-5+ Years experience, with the Level 5 Completed - WFH and in the Office - $120,000-$130,000 plus bonus can be expected for the role Become a part of a leading financial planning firm with an expert team, who have over 30 years experience helping New Zealanders, with a proven track record in retirement and financial planning. **Role purpose**: The purpose...


  • Auckland City, New Zealand Ensure Recruitment Full time

    Hybrid Role - Investment Client Administration - $70,000-$90,000 plus benefits An independently owned Investment Advisory Practice located in Auckland, are seeking a full-time Client Administrator to join their team. The role purpose: The Client Administrator works alongside the existing Client Managers, who collectively are responsible for providing...


  • Auckland City, New Zealand Ensure Recruitment Full time

    Hybrid Role - Investment Client Administration - $70,000-$90,000 plus benefits An independently owned Investment Advisory Practice located in Auckland, are seeking a full-time Client Administrator to join their team. The role purpose: The Client Administrator works alongside the existing Client Managers, who collectively are responsible for providing...


  • Wellington City, New Zealand Accident Compensation Corporation Full time

    Looking for your next step? Thinking about change? Join the Legal team at ACC! We have an exciting opportunity for a Solicitor who loves breadth, complexity, and advising on issues that matter to New Zealanders. If you enjoy working with dynamic-thinking and passionate individuals, then this is the role for you. **Mō tenei tūrana mahi | About this...


  • Wellington City, New Zealand New Zealand Government Full time

    Discover a career with purpose at MBIE - Do you want to contribute to improving the lives of New Zealanders though science? - Are you experienced in managing complex, diverse and interesting science investments? - Be part of a great team located in Wellington’s CBD/ - Wellington is the prefered location those applicants outside of Wellington will be...

  • Financial Adviser

    3 weeks ago


    Auckland City, New Zealand Ensure Recruitment Full time

    Auckland CBD/Shore Offices / Wellington CBD Offices - Experienced Financial Advisers with Life/Health and Investment Knowledge - $85,000 plus ks, wfh options, insurance cover, wellness programme and more! Are you looking for a change in your journey? Provide Clients with Personal and Business Insurance, paired with Kiwi saver advice across New Zealand - 2+...


  • Auckland City, New Zealand Ensure Recruitment Full time

    Life and Health and Investment Assistant needed - $75000-$85,000 plus ks per annum - Auckland Offices - Hybrid Role Become a part of a leading Financial Planning firm based in Auckland, Assisting the Advisers by helping them prepare quality and compliant Statements of Advice and Records of Advice, ensuring the content of the plan is relevant, valuable and...

  • Investment Manager

    4 weeks ago


    Auckland City, New Zealand New Zealand Trade and Enterprise Full time

    Annual Salary Review + iPhone & Laptop + Medical Discount Scheme - Flexible Work Options + EAP + 5 weeks Annual Leave + Generous Parental Leave - Personal Development Plans and Fund + Internal Coaching Programmes + Subsidised Study **This role is based in Auckland.** **Who are we | Ko Te Taurapa Tūhono tēnei** Our Investment team has extensive...

  • Financial Adviser

    2 weeks ago


    Auckland City, New Zealand Ensure Recruitment Full time

    $90,000-$120,000 plus commission - Hybrid Working Options - Team Fun, Ongoing Support and more! Join a reputable brand in the market as a Financial Adviser, with a team of experts in the field, specializing in providing Life, Investments and Mortgage Advice across Aotearoa. **What the role entails**: - Manage an existing client base and look to achieve...