Investment Adviser
4 weeks ago
Investment Adviser - Auckland - North ShoreAucklandPermanentCloses: 29/11/24About the roleWe are looking for a motivated professional to join us as an Investment Adviser at our newly established branch on Auckland's North Shore. In this role you will develop business plans and strategies in order to build a client base with a keen eye on providing high quality investment advice that is aligned to our client's investment goals and circumstances.We are committed to continuous learning, so our team of 180+ Investment Advisers receive training on products, sales and networking skills.About youTo be successful in this role, you will ideally:Have a tertiary degree in either finance, commerce, business, or a related field;Enjoy working with people and helping them make informed decisions relevant to their financial future;Have the ability to explain financial concepts simply and easily;Be energetic, motivated and proactive;Have strong business development skills;Possess excellent communication and networking skills;Have established local connections to client networks;Have a high level of professionalism.Although a qualified Financial Adviser would be desirable, we are open to receiving applications from candidates who are working in a related field and who may not currently possess a relevant qualification and/or Level 5 Financial Services Certificate.BenefitsComprehensive health insurance, annual health check and flu vaccinationsParental leave - 26 weeks' pay 'top up' for eligible Primary Carers and additional paid Partner's leaveAdditional week of leave (conditions apply)Other leave (such as sick leave, bereavement leave, and family violence leave) from your first day of workLong service leaveFlexible work optionsSavings benefits and preferential insurance ratesAbout the CompanyCraigs Investment Partners (CIP) 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, we offer solutions and advice to both private investors, 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 togetherWe strive for excellenceWe put people firstWe do what's rightIf you would like to find out more about working at Craigs, visit our Careers page – to applyIf you think you have what it takes to make your mark as a successful Investment Adviser at Craigs please apply today. We will be interviewing suitable candidates as they apply.
#J-18808-Ljbffr
-
Investment Adviser
4 weeks ago
Auckland, New Zealand Craigs Investment Partners Limited Full timeInvestment Adviser - Auckland - North Shore Auckland Permanent Closes: 29/11/24 About the role We are looking for a motivated professional to join us as an Investment Adviser at our newly established branch on Auckland's North Shore.In this role you will develop business plans and strategies in order to build a client base with a keen eye on providing high...
-
Property Investment Adviser
4 weeks ago
Auckland, New Zealand Properli Full timeWe look after our advisers, properlyAt Properli our integrated property-based model sets us apart from traditional financial advice providers. Our name reflects our belief that the best way to achieve the lifestyle clients want is through strategic investment in property. We pride ourselves on delivering exceptional client service and creating a supportive...
-
Property Investment Adviser
3 weeks ago
Auckland, New Zealand Properli Full timeWe look after our advisers, properly At Properli our integrated property-based model sets us apart from traditional financial advice providers. Our name reflects our belief that the best way to achieve the lifestyle clients want is through strategic investment in property. We pride ourselves on delivering exceptional client service and creating a supportive...
-
Property Investment Adviser
3 weeks ago
Auckland, New Zealand Properli Full timeWe look after our advisers, properly At Properli our integrated property-based model sets us apart from traditional financial advice providers. Our name reflects our belief that the best way to achieve the lifestyle clients want is through strategic investment in property. We pride ourselves on delivering exceptional client service and creating a supportive...
-
Investment Adviser Team Manager
3 weeks ago
Auckland, New Zealand Cultivate – Seek Medium Agency Of The Year 2023 Full timeAs the Team Manager of 8 – 10 Financial Advisers, you'll use your previous experience as a leader and financial adviser to coach, mentor and develop the existing team of financial advisers as well as recruit and bring on new advisers over the next few years. While the team are smaller in size, you will also manage your own portfolio of investment clients....
-
Investment Adviser Team Manager
3 weeks ago
Auckland, New Zealand Cultivate – Seek Medium Agency Of The Year 2023 Full timeAs the Team Manager of 8 – 10 Financial Advisers, you'll use your previous experience as a leader and financial adviser to coach, mentor and develop the existing team of financial advisers as well as recruit and bring on new advisers over the next few years. While the team are smaller in size, you will also manage your own portfolio of investment clients....
-
Paraplanner & Compliance Administrator
4 weeks ago
Auckland, New Zealand The Adviser Platform Full timeCompliance & Risk (Banking & Financial Services)Full timeIn financial services, compliance is a crucial and ever-evolving aspect of the industry, central to the governance of a financial adviser's business. Reporting to the Head of Compliance and Advice, you will play a key role in providing audit and compliance support to ensure financial advisers comply...
-
Paraplanner & Compliance Administrator
3 weeks ago
Auckland, New Zealand The Adviser Platform Full timeCompliance & Risk (Banking & Financial Services)Full timeIn financial services, compliance is a crucial and ever-evolving aspect of the industry, central to the governance of a financial adviser's business.Reporting to the Head of Compliance and Advice, you will play a key role in providing audit and compliance support to ensure financial advisers comply...
-
Compliance Specialist
4 weeks ago
Auckland, New Zealand The Adviser Platform Full timeCompliance & Risk (Banking & Financial Services)Full timeIn financial services, compliance is a crucial and ever-evolving aspect of the industry, central to the governance of a financial adviser's business. Reporting to the Head of Compliance and Advice, you will play a key role in providing audit and compliance support to ensure financial advisers comply...
-
Compliance Specialist
3 weeks ago
Auckland, New Zealand The Adviser Platform Full timeCompliance & Risk (Banking & Financial Services)Full timeIn financial services, compliance is a crucial and ever-evolving aspect of the industry, central to the governance of a financial adviser's business. Reporting to the Head of Compliance and Advice, you will play a key role in providing audit and compliance support to ensure financial advisers comply...
-
Financial Adviser- Investments
6 months ago
Auckland City, New Zealand Ensure Recruitment Full time3-5+ 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...
-
Financial Adviser
4 weeks ago
Auckland, New Zealand Invicta Financial Full timeAre you ready to elevate your career? Do you thrive in a dynamic environment and constantly seek to reach your full potential?Invicta Financial is looking for a dedicated Risk Adviser & Investment Specialist to join our vibrant team and help us embody our commitment to exceptional service and client values.Key Responsibilities:Build and maintain strong...
-
Financial Adviser
1 month ago
Auckland, New Zealand Invicta Financial Full timeAre you ready to elevate your career? Do you thrive in a dynamic environment and constantly seek to reach your full potential?Invicta Financial is looking for a dedicated Risk Adviser & Investment Specialist to join our vibrant team and help us embody our commitment to exceptional service and client values.Key Responsibilities:Build and maintain strong...
-
Financial Adviser
5 months 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...
-
Manager Responsible Investing
4 days ago
Auckland, New Zealand Asb Bank Full timeAt ASB, we're all about doing what we can to help our customers get "One Step Ahead" by giving them the tools they need to manage their lives and plans for their families and future. Our products don't just serve ads or stream movies - they underpin our economy and touch people's lives.If you are an expert in financial policies and investment products, then...
-
Kiwisaver Adviser
3 weeks ago
Auckland, New Zealand Onepartner Full timeOne Partner Ltd (OPL), New Zealand's largest consumer finance Financial Advice Provider, has been helping Kiwis make smart borrowing decisions for over a decade.Now, we're expanding our services and seeking a passionate KiwiSaver Adviser to lead our new KiwiSaver advice team.This is a fantastic opportunity for someone who not only loves guiding New...
-
Kiwisaver Adviser
3 weeks ago
Auckland, New Zealand Onepartner Full timeOne Partner Ltd (OPL), New Zealand's largest consumer finance Financial Advice Provider, has been helping Kiwis make smart borrowing decisions for over a decade.Now, we're expanding our services and seeking a passionate KiwiSaver Adviser to lead our new KiwiSaver advice team.This is a fantastic opportunity for someone who not only loves guiding New...
-
Private Wealth Adviser
2 weeks ago
Auckland, New Zealand Medical Assurance Society Full timeJoin a Trusted New Zealand-Owned Company Supporting Financial Wellbeing Since 1921!We are hugely excited about building a national team of exceptional private wealth advisers based in Auckland, Wellington, and Christchurch to create our new private wealth channel. As part of a high-performing network of advisers, you'll help build and support this newly...
-
Investment Manager
1 month ago
Auckland, New Zealand New Zealand Trade And Enterprise Full timeWe have a diverse & collaborative environment that inspires lifelong learning. We offer a 3-days in the office or with Customers hybrid working rhythm that enables work life balance + 5 weeks annual leave. We are focused on holistic wellbeing to support you to be your best self. This role can be based in Auckland, Wellington, Nelson or Christchurch. Who we...
-
Investment Banking | Associate | Auckland
2 weeks ago
Auckland, New Zealand CGR Services Full timeABOUT GOLDMAN SACHS Goldman Sachs is a global advisory, securities, and investment management firm. We provide a wide range of services to a substantial and diversified client base that includes corporations, institutional investors, governments, non-profit organizations, and high net worth individuals. DIVISIONS The Investment Banking Division works on some...