Advisory Process Consultant

2 weeks ago


Auckland, Auckland, New Zealand CGR Services Full time

CGR Services is committed to creating an environment where our people feel valued and supported. As a member of our Quality of Advice team, you will have the opportunity to work with a talented group of professionals who are passionate about delivering high-quality advice to our clients.

Your primary focus will be on ensuring the highest quality of advice is being provided to our clients. This will involve working closely with our Investment Advisers to provide guidance on complex or unclear advice situations and monitoring client documentation to ensure compliance with regulatory requirements.

In addition, you will assist the business in the development and improvement of advisory processes and tools, contribute to the management and monitoring of management information systems, and collaborate with other teams to ensure our clients receive the best possible advice.

About the Company

CGR Services is a leading provider of investment advice services 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.



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