Senior Financial Planning Specialist
6 days ago
We are looking for a Senior Financial Planning Specialist to join our team at Consult Recruitment. The successful candidate will have a strong background in financial planning and advisory services, with the ability to provide expert advice and guidance to clients.
About the RoleThis is an exceptional opportunity to work with a highly respected and established professional services firm. You will be responsible for managing and overseeing the delivery of financial planning and advisory services to clients, as well as developing and implementing strategies to drive growth and improve client satisfaction.
Key Responsibilities- Provide expert financial planning and advisory services to clients
- Develop and implement strategies to drive growth and improve client satisfaction
- Manage and oversee the delivery of financial planning and advisory services to clients
- Develop and maintain strong relationships with clients and colleagues
- Strong background in financial planning and advisory services
- Proven expertise in providing financial planning and advisory services to clients
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
- Formally qualified (CA, CPA or equivalent)
-
Financial Planning Specialist
6 days ago
Auckland, Auckland, New Zealand Westcon-Comstor Full timeAbout the RoleWe are seeking an experienced Financial Planning Specialist to join our team at Westcon-Comstor. As a key contributor to our financial leadership group, you will be responsible for providing critical financial insights and supporting operational success.Key Responsibilities:Strategic Business Planning: Collaborate with senior leaders to develop...
-
Financial Planning Specialist
6 days ago
Auckland, Auckland, New Zealand SERVICIOS DE MINERIA SWAZI, S.A. DE C.V. Full timeAt Peninsula, our mission is to provide expert advice on workplace relations and health & safety for small to medium businesses in New Zealand.About the RoleWe are seeking a Senior Financial Accountant to join our team. This exciting opportunity involves developing and implementing financial strategies aligned with business objectives.Develop and implement...
-
Senior Financial Services Specialist
4 days ago
Auckland, Auckland, New Zealand Lendi Financial Limited Full timeLendi Financial Limited is committed to delivering exceptional customer service and providing expert financial advice. As a Mortgage Adviser, you'll have the opportunity to work with a diverse range of clients and develop strong relationships with them.Responsibilities:Deliver high-quality mortgage advice to clientsBuild trust with clients through effective...
-
Financial Specialist Role
5 days ago
Auckland, Auckland, New Zealand Invicta Financial Full timeA 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,...
-
Financial Planning Specialist
6 days ago
Auckland, Auckland, New Zealand Blue Ocean Capital Group Limited Full timeJob Description:We are seeking a skilled Mortgage Adviser to provide expert financial guidance and support to our clients.About the Role:Conduct thorough financial assessments to understand clients' goals, risk tolerance, and current situation.Develop comprehensive financial plans that align with clients' objectives, providing ongoing recommendations and...
-
Senior Accountant
5 days ago
Auckland, Auckland, New Zealand Watercare Full timeAbout UsAt Watercare, we're committed to protecting our water resources for future generations. We're always looking for ways to reduce our carbon footprint and make a positive difference in the community.The OpportunityThis is an exciting opportunity for a senior financial accountant to join our team on a fixed term basis. As a key member of our finance...
-
Senior Planning Strategist
3 days ago
Auckland, Auckland, New Zealand Auckland Council Full timeRole OverviewAuckland Council is seeking a Senior Planning Strategist to lead our planning team in the Southern Hemisphere. As a Principal Specialist, you will be responsible for delivering an efficient, effective, and comprehensive resource consent service by providing specialist planning advice on consenting matters.
-
Senior Financial Planning Strategist
3 hours ago
Auckland, Auckland, New Zealand black Full timeJob SummaryThis role is ideal for a motivated individual who leverages fact-based analysis and creative thinking to solve problems. In this position, you will be responsible for shaping the long-term Anaplan roadmap and connected planning strategy to scale financial forecasting as Canva transitions towards becoming a public company.You will work closely with...
-
Financial Planning and Analysis Expert
6 days ago
Auckland, Auckland, New Zealand Alter Global Full timeHalter is seeking a highly skilled FP&A Manager to join our finance team and drive our financial strategy. As a key member of our leadership team, you will be responsible for developing and implementing financial plans, forecasts, and analyses to support business decision-making.You will work closely with our senior leaders to identify areas of improvement...
-
Financial Crimes Specialist
5 days ago
Auckland, Auckland, New Zealand Skycity Entertainment Group Full timeAbout the RoleThe Financial Crime Compliance Specialist supports the Senior Manager Strategy and Programmes with monitoring adherence to financial crime compliance programmes across SkyCity.
-
Financial Planning and Analysis Specialist
6 days ago
Auckland, Auckland, New Zealand Awanui Group Full timeAbout Awanui GroupAwanui Group is a leading human and veterinary pathology network in New Zealand, serving over 7 million patients annually. Our mission is to deliver accurate medical expertise every day.Role OverviewWe are seeking an FP&A Analyst to support the Finance Team in advancing financial reporting, budgeting, and forecasting processes. The primary...
-
Mortgage Application Specialist
3 hours ago
Auckland, Auckland, New Zealand Lighthouse Financial Full timeLighthouse Financial is seeking a Mortgage Application Specialist to play a key role in preparing high-quality loan applications.About the RoleAs a Mortgage Application Specialist, you will be responsible for drafting and reviewing loan applications, ensuring accuracy, clarity, and compliance with lending policies.Preparing and structuring loan applications...
-
Financial Planning Specialist
6 days ago
Auckland, Auckland, New Zealand Expert Finance Full time**Company Overview:** Expert Finance is a leading New Zealand Financial Services Group, licensed by the Financial Markets Authority to provide financial advice. Our company consists of Affinique Financial Services Limited, trading as Expert Finance, authorized to provide financial advice under this license.The company's website, https://expertfinance.co.nz,...
-
Senior Resident Care Specialist
5 days ago
Auckland, Auckland, New Zealand Benchmark Senior Living Full time**About Benchmark Senior Living**Benchmark Senior Living at Putnam Farms values its team members and offers a range of benefits to support their physical and mental well-being. As a Licensed Practical Nurse, you will have access to discounted meal programs, paid training, and company-provided uniforms.**Job Description**As a Senior Resident Care Specialist,...
-
Financial Planning Manager
2 days ago
Auckland, Auckland, New Zealand Pinoys. Full timeAt Pinoys, we pride ourselves on being a proactive and innovative Chartered Accountants firm. We offer a variety of services to clients and have a fabulous opportunity for a Financial Planning Manager to take on a compliance and consulting focused role.About the RoleWe are looking for a highly experienced and enthusiastic individual with 3+ years NZ CA...
-
Liability and Financial Specialist
3 days ago
Auckland, Auckland, New Zealand QBE Insurance Group Full timeJob Title: Liability and Financial SpecialistQBE Insurance Group is seeking a skilled Liability and Financial Specialist to join our team. In this role, you'll be responsible for analyzing and managing financial risks associated with liability insurance.Key ResponsibilitiesYour key responsibilities will include:Risk Assessment: Conduct thorough risk...
-
Financial Reporting Specialist
4 days ago
Auckland, Auckland, New Zealand Television New Zealand Ltd. Full timeCompany OverviewTVA NZ is a leading provider of trusted news, sport and entertainment in New Zealand. Our vision is to deliver high-quality content that resonates with our audience.Job DescriptionWe are seeking an experienced Financial Reporting Specialist to join our team. In this role, you will support the Head of Reporting & Control and Senior Financial...
-
Senior Financial Director
4 days ago
Auckland, Auckland, New Zealand Tribe Recruitment Full timeFinancial Leadership OpportunityWe are seeking a seasoned financial executive to drive business growth and success.This senior role requires a highly skilled strategist who can create and implement comprehensive financial plans, working closely with the Board and key stakeholders to ensure long-term financial stability.About this Role:Financial Vision:...
-
Senior Reverse Mortgage Specialist
6 days ago
Auckland, Auckland, New Zealand Heartland Bank Full timeAt Heartland Bank, we're dedicated to helping New Zealanders unlock financial freedom in retirement. We're seeking a skilled Senior Reverse Mortgage Specialist to join our team and deliver exceptional service to prospective customers across the country.About the RoleThis is an exciting opportunity to work with a reputable financial services group with big...
-
Senior Financial Accountant
5 days ago
Auckland, Auckland, New Zealand Soluis Full timeSenior Financial Accountant – Penrose Who are we? ECL Group is NZ's leading Fuels and Technology solutions, support and maintenance provider.For more than 50 years we've been working with the petroleum industry, earning a reputation as New Zealand's leading provider of specialist installation and maintenance service.We have recently been a pioneer in the...