Full Time Client Services, Financial Planning Jobs in Auckland CBD Auckland

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 six days ago

Entry Level Financial Adviser

at Aurora Financial Group

This is a Full time job

$60,000 – $90,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Results based Remuneration
100% of management and shareholders are internally recruited.
Provide guidance to a financial services qualification.

Want to be a part of New Zealand's fastest-growing Financial Advice Firm?

6d ago

Listed six days ago

Qualified Financial Adviser with drive and ambition (Opes Partners)

at Opes Partners

This is a Full time job

$120,000 per year + commission

subClassification: Financial Planning

classification: Banking & Financial Services

at Volunteer Service Abroad (VSA)

Wanted: NZ financial advisers with drive. If you're qualified in investment, passionate about property, and love helping people, this is for you!

6d ago

Listed six days ago

Financial Adviser

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Full time 12-months volunteering oppportunity in beautiful Samoa
Flights, accommodation and other expenses covered by VSA
Make a lasting difference across the Pacific.

Utilize your financial expertise volunteering for our partner organisation in Samoa where each day is not the same.

6d ago

Listed twenty five days ago

Entry Level Financial Adviser

at NetYourJob

This is a Full time job

Grafton, Auckland

Full training provided

subClassification: Financial Planning

classification: Banking & Financial Services

Rare entry level opportunity with a supportive team
Highly competitive remuneration with salary plus regular uncapped bonuses
Join the team at Enva Financial!

Enva Financial are seeking a goal-driven Financial Adviser to join their team. Full training provided and excellent team environment. Apply now!

25d ago

Listed twenty days ago

Wealth Adviser

at Bureau Limited

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Apex Investment Administration (NZ) Limited

Newly Created role
Opportunity to have high impact
Join an experienced team

Fantastic opportunity for an experienced wealth adviser t join a growing advisory firm..

20d ago

Listed three days ago

Transfers Officer

This is a Full time job

subClassification: Client Services

classification: Banking & Financial Services

Great opportunity with a leading global financial services firm
Great CBD location
Ideally experienced with AML and KYC

An exciting opportunity to provide custodial services to protect our clients’ assets by executing transfers to fund managers, custodians, brokers.

3d ago

Listed twenty four days 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!

24d ago

Listed seven days ago

Adviser Support

at Apex Advice

This is a Full time job

Mount Eden, Auckland

subClassification: Client Services

classification: Banking & Financial Services

Comprehensive training and development plan
Work with a great team!
Opportunity with a growing business

Join one of the country’s largest financial services companies which is also 100% New Zealand owned as Administration Support to our Advisors.

7d ago

Listed twenty five days ago

Expression of Interest - Client Experience Administrator

at enableMe NZ Ltd

This is a Full time job

Parnell, Auckland

subClassification: Client Services

classification: Banking & Financial Services

Employee benefits, including subsidised health insurance + additional KiwiSaver
Regular working hours in a hybrid working environment
Great team environment with learning development opportunities

Join our Client Experience team to help us achieve making a difference in the lives of Kiwis, by helping them protect what they care about most.

25d ago

Listed twenty eight days ago

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

28d ago

Listed five days ago

Private Wealth Associate - Auckland

at Craigs Investment Partners

This is a Full time job

subClassification: Client Services

classification: Banking & Financial Services

Join a multi-award winning investment advisory firm
Varied role in a fast-paced environment
Comprehensive health insurance and other benefits

Are you keen to be part of a dynamic organisation in a fast paced industry?

5d ago

Listed twenty five days ago

Financial Advisers

at Apex Advice

This is a Full time job

Mount Eden, Auckland

subClassification: Financial Planning

classification: Banking & Financial Services

Good remuneration plus uncapped bonus
Comprehensive support structure to manage reports and compliance.
Central suburbs location

Apex is expanding and we are looking for full time (40 hours per week) experienced Financial Advisers to join our team at our Head office in Mt Eden.

25d ago

Listed ten days ago

Investor Customer Services - Simplicity NZ, Takapuna

at Simplicity NZ Ltd

This is a Full time job

Takapuna, Auckland

subClassification: Client Services

classification: Banking & Financial Services

at Cultivate – SEEK Medium Agency of the Year 2023

Newly created role working with a high performing team
Not just any ordinary fun team or office !
Collaborative, fun, family environment and culture

Work with our talented Investor Services team at our Takapuna office with an amazing team and work culture. Great staff benefits.

10d ago

Listed twenty five days ago

KiwiSaver Specialist

This is a Full time job

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

25d ago

Listed twenty eight days ago

Consumer Loans Lender

at Avanti Finance

This is a Full time job

Newmarket, Auckland

4% Kiwisaver match + Annual Volunteer Day

subClassification: Client Services

classification: Banking & Financial Services