Analyst Financial Planning, Client Services Jobs in All New Zealand

classification: Banking & Financial Services

Employee benefits, including subsidised health insurance + additional KiwiSaver
Hybrid working environment
Great team environment with opportunities for growth and development

Our team is growing and we need people passionate about coaching others to a better financial future!

This is a featured job

Featured

Experienced Credit Controller

at Financial Holdings Ltd

This is a Full time job

Ellerslie, Auckland

subClassification: Financial Planning

classification: Banking & Financial Services

Ellerslie location
On-site parking or public transport to the door
100% NZ owned and operated

We are looking for a motivated experienced Credit Controller to join our team in the heart of one of Auckland's most desirable suburbs

Listed fourteen days ago

Senior Finance Business Partner

at SBS Bank

This is a Full time job

Invercargill, Southland

subClassification: Financial Planning

classification: Banking & Financial Services

at Cultivate – SEEK Medium Agency of the Year 2023

Growth oriented business with a challenger mindset
Fabulous Culture and Team
Join the Bank with Heart!

This role provides leadership and direction in the financial planning and management of the bank's strategies and driving strategic decision making.

14d ago

Listed one day ago

Senior Client Adviser - KiwiSaver

This is a Full time job

Auckland CBD, Auckland

Competitive salary + bonus + amazing benefits

subClassification: Client Services

classification: Banking & Financial Services

Senior client retention advisory role - KiwiSaver and Investments
Hybrid - WFH days, Career progression, great team!
Blend of client re-engagement, data analysis, strategy and reporting

This role offers client engagement, data analytics, influence at senior leadership level, study support and career progression

1d ago

Listed twenty three days ago

Remediation Lead

at Fidelity Life

This is a Full time job

Auckland CBD, Auckland

Competitive base salary + KiwiSaver

subClassification: Client Services

classification: Banking & Financial Services

Hybrid working options + Laptop provided
22 annual leave days+ 4 personal leave days a year
Fully covered Life, Health and Trauma insurance benefits

We have an exciting opportunity for a Remediation Lead to join our team at Fidelity Life.

23d ago

Listed thirty six minutes ago

Financial Coach

at enableMe NZ Ltd

This is a Full time job

Parnell, Auckland

subClassification: Financial Planning

classification: Banking & Financial Services

Employee benefits, including subsidised health insurance + additional KiwiSaver
Hybrid working environment
Great team environment with opportunities for growth and development

Our team is growing and we need people passionate about coaching others to a better financial future!

36m ago

Listed fourteen days ago

Private Wealth Advisor

at Crescent Consulting

This is a Full time job

Wanaka, Otago

subClassification: Financial Planning

classification: Banking & Financial Services

Respected NZ owned firm
Build long standing client relationships
Supportive and encouraging environment

This is an outstanding opportunity to join this well-known and respected firm where you will be rewarded for your efforts and success

14d ago

Listed twenty three days ago

Adviser Support / Private Wealth Associate

at Cavanagh & Associates Ltd

This is a Contract/Temp job

Auckland CBD, Auckland

Great company culture

subClassification: Client Services

classification: Banking & Financial Services

Assist and support the Private Wealth Management Adviser Teams. Great opportunity to advance your career within the Investment Banking sector.

23d ago

Listed fourteen days ago

Private Wealth Advisor - Wanaka

at Crescent Consulting

This is a Full time job

Auckland

subClassification: Financial Planning

classification: Banking & Financial Services

Respected NZ owned firm
Build long standing client relationships
Supportive and encouraging environment

This is an outstanding opportunity to join this well-known and respected firm where you will be rewarded for your efforts and success

14d ago

Listed four days ago

Experienced Credit Controller

at Financial Holdings Ltd

This is a Full time job

Ellerslie, Auckland

subClassification: Financial Planning

classification: Banking & Financial Services

at Cultivate – SEEK Medium Agency of the Year 2023

Ellerslie location
On-site parking or public transport to the door
100% NZ owned and operated

We are looking for a motivated experienced Credit Controller to join our team in the heart of one of Auckland's most desirable suburbs

4d ago

Listed one hour ago

Client Relationship Manager

This is a Full time job

Wellington Central, Wellington

$70,000 - $73,000 + bonus + benefits

subClassification: Client Services

classification: Banking & Financial Services

People focused role within financial services
Hybrid - mix of WFH and WFO, Career progression, great team!
Opportunity to study toward your level 5 FS Certificate

You will be assisting existing clients with their financial goals, specialist role focused solely on KiwiSaver and Investments.

1h ago

Listed fourteen days ago

Private Wealth Advisor - Wanaka

at Crescent Consulting

This is a Full time job

Christchurch, Canterbury

subClassification: Financial Planning

classification: Banking & Financial Services

Respected NZ owned firm
Build long standing client relationships
Supportive and encouraging environment

This is an outstanding opportunity to join this well-known and respected firm where you will be rewarded for your efforts and success

14d ago

Listed twenty eight days ago

Financial Coach

at enableMe NZ Ltd

This is a Full time job

Parnell, Auckland

subClassification: Financial Planning

classification: Banking & Financial Services

at Westpac New Zealand Limited

Our team is growing and we need people passionate about coaching others to a better financial future!

28d ago

Listed one day ago

Onboarding Specialist - Lower Hutt

This is a Full time job

Lower Hutt, Wellington

subClassification: Client Services

classification: Banking & Financial Services

at Westpac New Zealand Limited

Attractive salary + employee benefits including 5 annual wellbeing days
Great opportunity to develop a long lasting career in banking
Support our valued customers to achieve their financial goals

Provide a seamless experience to customers across New Zealand joining Westpac or requiring ongoing due diligence to be undertaken

1d ago

Listed sixteen days ago

Quality and Controls Specialist

This is a Full time job

Tauranga Central, Bay of Plenty

subClassification: Client Services

classification: Banking & Financial Services

Christchurch Central, Canterbury

Attractive salary + employee benefits including 5 annual wellbeing days
Great opportunity to develop a long lasting career in banking
Support your valued Stakeholders to be their best

Create a safe environment to raise risks, grow capability, and ensure the work we are doing aligns with Westpac's policies

16d ago

Listed seven hours ago

Financial Adviser

at Invicta Financial

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services