Associate Advisor
4 days ago
Growing business seeking two Associate Advisors to assist the Principal Advisors manage their clients.23rd August, 2024 The Business Edwards Marshall Financial Solutions offers you exposure to the full breadth of strategic financial advice considerations and bespoke investment solutions to high net wealth clients and business owners.If you want to experience what good holistic and ethical advice looks like, then you will find no better example.Current Opportunity As part of the team, you will be supporting our Principal Advisors to produce high-quality SOAs and ROAs, building your technical skills underpinned by clear communication and exceptional client service.Some of your key responsibilities will include, but not be limited to: Prepare para-planning advice requests for SOAs and ROAs sent to outsourced paraplanner.Development of suitable client asset allocation & investment recommendations.Financial modelling and/or research within agreed timeframes including using Xplan, Wealth Solver, and Risk Researcher.Managing Centrelink entitlements for eligible clients.Monitor and maintain cash liquidity levels within client portfolios according to their risk profile and relevant platform minimum cash balances.Attend client appointments with one of the principal advisors and assist in the completion of client facts/assumptions & file notes.Skills and Experience To be successful in the role you must: Be experienced working in a professional financial planning business, as either a CSO/Paraplanner or Associate (2+ years).Be a great communicator.Have good work ethic and time management.Have strong computer skills.Have experience with Xplan.This business has a great reputation for providing great service and solutions to their clients.Opportunities to work for this firm are sought after, so apply todayAll applications in confidence.For more information, please contact: Jenni Osborn - HR Manager #J-18808-Ljbffr
-
Associate Advisor
6 days ago
Auckland, New Zealand Nexia International Full timeGrowing business seeking two Associate Advisors to assist the Principal Advisors manage their clients.23rd August, 2024 The BusinessEdwards Marshall Financial Solutions offers you exposure to the full breadth of strategic financial advice considerations and bespoke investment solutions to high net wealth clients and business owners. If you want to experience...
-
Judges Associate Advisor
1 month ago
Auckland, New Zealand Volunteer Service Abroad Full timeJudges Associate Advisor - Volunteer in the Solomon IslandsThe High Court of Solomon Islands presides over serious criminal and civil cases. It also has appellate jurisdiction, hearing appeals from the magistrates' courts and from the Customary Land Appeal Court. The Chief Justice presides over the High Court along with a team of eight judges. Each judge has...
-
Judges Associate Advisor
1 month ago
Auckland, New Zealand Volunteer Service Abroad Full timeJudges Associate Advisor - Volunteer in the Solomon Islands The High Court of Solomon Islands presides over serious criminal and civil cases. It also has appellate jurisdiction, hearing appeals from the magistrates' courts and from the Customary Land Appeal Court. The Chief Justice presides over the High Court along with a team of eight judges. Each judge...
-
Judges Associate Advisor
1 month ago
Auckland, New Zealand Volunteer Service Abroad Full timeJudges Associate Advisor - Volunteer in the Solomon Islands The High Court of Solomon Islands presides over serious criminal and civil cases. It also has appellate jurisdiction, hearing appeals from the magistrates' courts and from the Customary Land Appeal Court. The Chief Justice presides over the High Court along with a team of eight judges. Each judge...
-
Associate Managing Consultant, Advisors Client
3 months ago
Auckland City, New Zealand Mastercard Full timeOur Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...
-
Travel Associates
3 months ago
Auckland City, New Zealand Travel Associates Full time**Job no**: 518037 **Brand**: Travel Associates **Work type**: Full time, Hybrid, Remote **Location**: Auckland, North, Auckland, East, Bay of Plenty, Tauranga, Wellington, Lower Hutt, Wellington, Wellington, Lower South Island, Dunedin, New Zealand **Categories**: Leisure Travel & Retail **Are you our next Luxury Travel Consultant?** Here at Travel...
-
Associate - Tax
1 month ago
Auckland, New Zealand Vialto Full timeJob Description We're a team of tax advisors in our specialist Global Mobility Tax business who work alongside our clients and build long-lasting relationships that create value. As a graduate/Associate in our Global Mobility Tax team in Auckland or Wellington, you will specialise in providing global companies with tax advice and assistance with managing...
-
Associate - Tax
1 month ago
Auckland, New Zealand Vialto Full timeJob DescriptionWe're a team of tax advisors in our specialist Global Mobility Tax business who work alongside our clients and build long-lasting relationships that create value. As a graduate/Associate in our Global Mobility Tax team in Auckland or Wellington, you will specialise in providing global companies with tax advice and assistance with managing...
-
Travel Associates Luxury Travel Consultant
3 months ago
Auckland City, New Zealand Travel Associates Full time**Job no**: 518450 **Brand**: Travel Associates **Work type**: Full time, Hybrid, Part time, Remote **Location**: Auckland, Central, New Zealand **Categories**: Leisure Travel & Retail Are you our next Luxury Travel Consultant? Here at Travel Associates, we are one of a kind and known for delivering the best client service in the industry. Demand for...
-
Client Advisor Casual Auckland
3 months ago
Auckland City, New Zealand Tiffany & Co. Full timeTiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. Since 1837 Tiffany has created a legacy of exquisite designs and romantic ideals. For us, it is a dream to be associated with a company that is forever aligned with exquisite craftsmanship, timeless design and a dedicated commitment to...
-
Client Advisor Casual Auckland
3 months ago
Auckland City, New Zealand Tiffany & Co Full time**Position**: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. Since 1837 Tiffany has created a legacy of exquisite designs and romantic ideals. For us, it is a dream to be associated with a company that is forever aligned with exquisite craftsmanship, timeless design and a dedicated...
-
Associate People and Culture Advisor
3 months ago
Auckland City, New Zealand Datacom Full timeOur purpose Here at Datacom we connect people and technology in order to solve challenges, create opportunities and discover new possibilities for the communities we live in. About the Role Reporting to the People & Culture Manager, the People & Culture Advisor (PA) will work with the business to provide support and consultation to managers across NZ. This...
-
Pr Associate
3 months ago
Auckland City, New Zealand Clemenger Group Full timeGRC Partners + Porter Novelli Associate, Full Time (Auckland-based) About us The role Due to an internal promotion, GRC Partners + Porter Novelli is looking for an up-and-coming Public Relations Associate to join our Auckland team. The work you do with us will be interesting, varied, and meaningful. This is an opportunity for you to learn on the job, and...
-
Associate Managing Consultant, Advisors Business
4 months ago
Auckland City, New Zealand Mastercard Full timeOur Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...
-
Mental Health Advisor
3 months ago
Auckland City, New Zealand Auckland University of Technology Full time**Mental Health Advisor, Student Counselling & Mental Health Team** **Auckland University of Technology, Te Wānanga Aronui o Tamaki Makaurau** - Be part of a professional and supportive team - Great opportunity to work in a multi-disciplinary and collaborative environment - Opportunities for further professional development - Dynamic and responsive...
-
Senior Risk Advisor
3 months ago
Auckland City, New Zealand Mercer Full timeJoin Our Team as a **Senior Risk Advisor** in Auckland **_ Exciting Opportunity:_** Marsh is hiring a Senior Risk Advisor in Auckland. Manage complex accounts, ensuring growth, profitability, and client satisfaction. Responsibilities include client relationship management, business development, and diversification of Marsh products and services. **_ What's...
-
HR Advisor
3 months ago
Auckland City, New Zealand Alpha Personnel Recruitment Ltd Full timeUtilise your generalist HR experience in this busy role located in Takapuna. Working for a large health organisation. Starting asap this role is full time but reduced hours may also be considered and you will be kept busy for the next 6-8 weeks, possibly longer **Duties include**: - Onboarding new team members - Provide HR advice and support to managers...
-
Advisor – Tauira Communications
7 days ago
Auckland, New Zealand Te Wananga o Aotearoa Full timeFixed term until May 2024, Full time (37.5 hours per week) Location: Team is based in Te Awamutu, New Zealand but flexible on location. A whanau-friendly workplace. About us Te Wānanga o Aotearoa (TWoA) is New Zealand’s second largest tertiary institution, and we’ve been providing transformational education opportunities to New Zealanders for nearly 40...
-
Compliance And Ehsr Advisor
3 weeks ago
Auckland, New Zealand Alignz Recruitment Full timeWe are looking for a talented Compliance and EHSR Advisor to join our team at a dynamic production facility in Frankton, Hamilton. This full-time role, Monday to Friday from 8:00 am to 4:30 pm, focuses on ensuring compliance and enhancing health, safety, and risk management protocols across the site.Key Responsibilities:Maintain accreditation standards and...
-
Associate - Tax
3 weeks ago
Auckland, Auckland, New Zealand Vialto Full timeJob Description Company Description Vialto Partners is a market leader in global mobility services. Our purpose is to 'Connect the world'. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders and colleagues. Our teams help companies streamline and effectively manage their global...