Client Adviser

2 days ago

Auckland, Auckland, New Zealand Amp Full time

Base + 6% superannuation + benefits + insurancesWe 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 ResponsibilitiesKnowledge 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 tatauWe'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 toitu 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 Maori 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 whanau.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

    7 days ago

    Auckland, Auckland, New Zealand AMP Group Full time

    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...

  • Mortgage Adviser

    2 days ago

    Auckland, Auckland, New Zealand Blue Ocean Capital Group Limited Full time

    We 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...

  • Mortgage Adviser

    7 days ago

    Auckland, Auckland, New Zealand Blue Ocean Capital Group Limited Full time

    We 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

    1 week ago

    Auckland, Auckland, New Zealand Tyler Wren Full time

    Base 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

    4 days ago

    Auckland, Auckland, New Zealand Tyler Wren Full time

    Are 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 time

    Base 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...

  • Investment Adviser

    1 day ago

    Auckland, Auckland, New Zealand Qjumpers Full time

    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 quality investment advice that is aligned to our client's investment goals and...

  • Financial Adviser

    7 hours ago

    Auckland, Auckland, New Zealand Ryan and Alexander Consultancy Full time

    Role Summary">We are seeking a highly motivated and experienced Mortgage Adviser to join our team. The successful candidate will be responsible for assisting with loan applications, managing client documentation, and negotiating with lenders to secure optimal terms.About the Role">This is a hybrid role that involves working behind the scenes with client...

  • Mortgage Adviser

    7 days ago

    Auckland, Auckland, New Zealand Property IQ Full time

    Add 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

    2 weeks ago

    Auckland, Auckland, New Zealand Fisher Funds Full time

    Are 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

    2 weeks ago

    Auckland, Auckland, New Zealand Robert Walters Full time

    Financial 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...

  • Mortgage Adviser

    2 days ago

    Auckland, Auckland, New Zealand Property Iq Full time

    Add 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 supportive...

  • Financial Adviser

    2 weeks ago

    Auckland, Auckland, New Zealand Robert Walters New Zealand Full time

    Our 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 time

    Are 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 time

    Company 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...

  • Mortgage Adviser

    9 hours ago

    Auckland, Auckland, New Zealand CMI Financial Services Mortgage Express Full time

    Join Our Team as a Mortgage Adviser – AucklandUnlock your potential, grow with the best and make a real difference.Are you a driven Mortgage Adviser ready to take the next big step in your career? We're looking for a motivated, professional, and people focused individual to join our high performing team in Auckland.This is your opportunity to thrive in a...

  • Insurance adviser

    2 weeks ago

    Auckland, Auckland, New Zealand SK Financial Group - Mortgage & Insurance Full time

    Company 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

    2 weeks ago

    Auckland, Auckland, New Zealand Hudson Nz Full time

    Job 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

    6 days ago

    Auckland, Auckland, New Zealand Property IQ Full time

    Grow 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...

  • Experienced Mortgage Adviser Opportunity

    2 days ago

    Auckland, Auckland, New Zealand Property Iq Full time

    Mortgage Advisory Business OpportunityWe're seeking an experienced mortgage adviser to join our FAP and build their business under our guidance. This is a unique opportunity to focus on advising clients and securing the best mortgage solutions, while enjoying the flexibility to work from home.Why Join Us:Expert Support: Access to resources and support to...