Financial Investment Specialist

A Career in Financial ServicesInvicta Financial is a rapidly growing team that's passionate about securing the financial futures of Kiwis. We collaborate with top insurance and investment providers to offer tailored solutions that meet our clients' diverse needs.Key ResponsibilitiesThis role involves working with clients to understand their financial goals,...

About the RoleWe are seeking a highly skilled Investment Data Specialist to join our team. As an Investment Data Specialist, you will play a critical role in ensuring the accuracy and completeness of client investment data.Key ResponsibilitiesEfficiently maintain client investment data in an accurate, complete, and timely manner.Analyse and reconcile...

**Key Responsibilities**Manage diverse client portfolios and develop comprehensive reviews to understand clients' personal and financial requirements.Offer needs-based solutions through effective communication and influence, recommending a full spectrum of financial products and services.Provide personalized advice on various wealth management avenues,...

About the PositionWe are seeking a highly skilled Investment Management Specialist to join our team. As a key member of our asset management group, you will play a critical role in developing and implementing investment strategies that drive optimal returns for our organization.Your primary focus will be on analyzing complex data sets, identifying trends,...

Our client represents a distinguished, sustainable, and award-winning company dedicated to enhancing the lives and financial well-being of their clientele.They seek Investment Advisory Wealth Managers to embark on their journey of sustained growth. Offering not only the opportunity to oversee diverse portfolios but also a wealth of training, ongoing career...

Career OpportunityThis entry-level role offers a chance to kickstart your career in financial planning. With our support, you will gain expertise in financial services, develop your skills, and grow professionally.">ResponsibilitiesYou will work closely with clients, providing tailored financial solutions, and assisting with personal loans, mortgages, and...

About Invicta FinancialAt Invicta Financial, we're dedicated to helping Kiwis secure their financial futures. We work with leading insurance and investment providers, offering tailored solutions for our clients' needs.What We OfferWe make navigating regulations simple, allowing you to focus on your clients. Our team is committed to long-term growth and...

About UsWe are New Zealand's fastest-growing Financial Advice Firm where 100% of managers are internally recruited. Our firm values a strong work ethic and a passion for client satisfaction.">Salary PackageThis salaried role comes with regular bonuses for high performers. You will receive extensive training on top of your existing skills, ensuring you excel...

Company OverviewWe are a growing firm with opportunities in our Mortgage, KiwiSaver & Insurance teams. We prioritize qualified leads, comprehensive training, and great company culture.">Salary and BenefitsThis salaried role comes with the potential for generous bonuses for high performers. We provide extensive training on advice, sales, compliance, and...

About the JobWe are looking for an experienced Accounting Specialist to join our team in the property investment sector.">Key Responsibilities:Prepare and review financial statements, reports, and other documents.Assist in financial planning, budgeting, and forecasting.Monitor and analyze financial performance to identify areas for...