Financial Advisor
17 hours ago
About the Role:As a Mortgage Adviser, you'll play a key role in providing expert mortgage advice, offering personalised financial solutions, and ensuring every client enjoys a seamless and positive experience with us.
This role is ideal for someone passionate about making a difference in people's lives, delivering exceptional service, and thriving in a results-oriented environment.Key Responsibilities:Develop and manage a portfolio of clients seeking mortgage solutions.Provide professional, compliant, and ethical mortgage advice tailored to each client's unique needs.Build and maintain relationships with lenders, clients, and referral partners.Stay updated on market trends, lending policies, and financial products.Achieve agreed performance targets while maintaining a strong focus on customer satisfaction.Skills and Experience:You need to be fluent in Mandarin Chinese.Proven experience in mortgage advisory role.Strong knowledge of lending practices, financial regulations, and mortgage products, property tax and asset protection.Excellent interpersonal and communication skills.Results-driven with a passion for delivering high-quality service.Ability to manage multiple tasks efficiently and effectively in a fast-paced environment.
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Financial Advisor
18 hours ago
Auckland City, New Zealand deVere Group London Full timeWealth Management Advisors wanted. As the world’s leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world. We advise over 100,000 clients across the globe with in excess of $12bn under advice and...
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Financial Advisor
5 days ago
Auckland City, New Zealand deVere Group London Full timeWe are expanding our European footprint and seeking self-motivated, entrepreneurial thinking Wealth Managers to join our team. If you are an experienced Financial Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platform; together with industry-leading products and services, then we want to speak...
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Financial Advisor Required In Abroad
5 days ago
Auckland, New Zealand World Wide Immigration Service Llp Full timeCall & WhatsApp to Ms. Neha - 9870170629Responsibilities:Comprehensive Financial Assessment: Financial advisors begin by conducting a thorough evaluation of a client's current financial situation.This includes analyzing income, expenses, assets, and liabilities to gain a holistic understanding of their financial health.Goal Setting: Collaborating with...
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Financial Advisor
7 days ago
Auckland City, New Zealand Cultivate Full timeNZ owned Insurance Specialist - North Shore and Central location - Permanent Salary offered + bonus + car allowance + hybrid flexibility - Existing portfolio with new business focus, within a social, values-based team This is a great commercial broker opportunity for someone living centrally or Shore based who enjoys being out, meeting new and existing...
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Lead Advisor Financial Strategy
4 hours ago
Auckland City, New Zealand Auckland Council Full time**He angitūtanga: The opportunity** The** Lead Advisor** represents the council and builds relationships with central government and the private sector to progress infrastructure funding initiatives. As the lead advisor you’ll undertake an analysis of options to fund and finance large-scale infrastructure projects and programmes. This role will take the...
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Financial Advisor
2 weeks ago
Auckland City, New Zealand Cultivate Full timeA reputable and well-respected Adviser group - 80% of your client appointments are sourced for you - 100% of your administration is done for you Considering a move out of Auckland? Hamilton or the Waikato region of interest? Work for a national advisory group who can set you up down there. Joining a small but well-established team of financial advisors,...
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Financial Advisor
5 days ago
Auckland City, New Zealand 84 recruitment Full timeWe are looking for an insurance professional to join this privately owned and well-established Insurance & Mortgage Brokers financial services firm on Auckland’s North Shore! Our client has been in business for more than 40 years providing personal, medical, lending and specialist insurance products across New Zealand. They believe in building long term...
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Financial Wellbeing Coach
7 months ago
Auckland City, New Zealand Momentum Consulting Group Full timeFixed Term Contract for 6 Months + Potential - Flexibility & Work/Life Balance - Auckland CBD Head Office or Wellington or Christchurch Office **About the Company** Our client, Good Shepherd New Zealand, is a member of a worldwide organisation concerned with creating a more emotionally, economically, and physically safe world for women. Its objective in New...
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Director - Financial Crime
4 weeks ago
Auckland, New Zealand KordaMentha Full timeWe empower organisations to proactively mitigate regulatory and reputational risks across all financial crime disciplines, including Anti-Money Laundering (AML), Countering Financing of Terrorism (CFT), fraud, anti-bribery and corruption (ABC), sanctions, and modern slavery. As trusted advisors, we are committed to delivering the highest standards of service...
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Director - Financial Crime
4 weeks ago
Auckland, New Zealand Kordamentha Full timeWe empower organisations to proactively mitigate regulatory and reputational risks across all financial crime disciplines, including Anti-Money Laundering (AML), Countering Financing of Terrorism (CFT), fraud, anti-bribery and corruption (ABC), sanctions, and modern slavery. As trusted advisors, we are committed to delivering the highest standards of service...
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Director - Financial Crime
4 weeks ago
Auckland, New Zealand KordaMentha Full timeWe empower organisations to proactively mitigate regulatory and reputational risks across all financial crime disciplines, including Anti-Money Laundering (AML), Countering Financing of Terrorism (CFT), fraud, anti-bribery and corruption (ABC), sanctions, and modern slavery. As trusted advisors, we are committed to delivering the highest standards of service...
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Director - Financial Crime
4 days ago
Auckland, New Zealand Kordamentha Full timeJob Description We empower organisations to proactively mitigate regulatory and reputational risks across all financial crime disciplines, including Anti-Money Laundering (AML), Countering Financing of Terrorism (CFT), fraud, anti-bribery and corruption (ABC), sanctions, and modern slavery.As trusted advisors, we are committed to delivering the highest...
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Financial Services Opportunities
7 months ago
Auckland City, New Zealand Cultivate Full timeReputable, well known and growing businesses - Specialist roles within investments, lending, kiwisaver and insurance - Competitive salary + bonus + study support + benefits At Cultivate, we have been inundated with amazing roles within the financial services sector from Investment and Insurance Advisers, Commercial and Domestic Insurance Brokers, Client...
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Manager Financial Advisory
1 month ago
Auckland, New Zealand Auckland Council Full timeOur Group Shared Services Financial Advisory team has an exciting opportunity for a Manager Financial Advisory to join the team. This role is responsible for driving financial and business performance across the assigned portfolio by delivering financial advisory services. The role supports the Head of Finance Business Partnering to deliver financial...
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Manager Financial Advisory
1 week ago
Auckland, New Zealand Auckland Council Full timeOur Group Shared Services Financial Advisory team has an exciting opportunity for a Manager Financial Advisory to join the team.This role is responsible for driving financial and business performance across the assigned portfolio by delivering financial advisory services.The role supports the Head of Finance Business Partnering to deliver financial...
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Director - Financial Crime
4 weeks ago
Auckland, New Zealand KordaMentha Full timeWe empower organisations to proactively mitigate regulatory and reputational risks across all financial crime disciplines, including Anti-Money Laundering (AML), Countering Financing of Terrorism (CFT), fraud, anti-bribery and corruption (ABC), sanctions, and modern slavery. As trusted advisors, we are committed to delivering the highest standards of service...
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Manager Financial Advisory
1 month ago
Auckland, New Zealand Auckland Council Full timeHe angitutanga: The opportunityOur Group Shared Services Financial Advisory team has an exciting opportunity for a Manager Financial Advisory to join the team. This role is responsible for driving financial and business performance across the assigned portfolio by delivering financial advisory services. The role supports the Head of Finance Business...
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Financial Diirector
2 months ago
Auckland, New Zealand Future Steel Limited Full timeJob Title: Financial Director Location: Auckland Company: Future Steel Limited Job Type: Full-time About Us: Future Steel & Construction, founded in 2015, specializes in residential and light commercial steel fabrication. We supply, fabricate, and install structural steel, metal components, and steel beams, offering high-quality workmanship, cost-effective...
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Chief Financial Officer
1 month ago
Auckland, New Zealand Boutique Body Corporates Full timeFull timeThe Chief Financial Officer (CFO) is a key member of the executive leadership team and the commercial co-pilot to the General Manager. Responsible for the strategic oversight of the accounting, finance and legal functions of the business and our clients, including risk management, body corporate funding, financial reporting and forecasting, client...
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Chief Financial Officer
1 month ago
Auckland, New Zealand Boutique Body Corporates Full timeFull time The Chief Financial Officer (CFO) is a key member of the executive leadership team and the commercial co-pilot to the General Manager. Responsible for the strategic oversight of the accounting, finance and legal functions of the business and our clients, including risk management, body corporate funding, financial reporting and forecasting, client...