0800 438 238

    Do you have what it takes?

      At AdviceFirst, we have the expertise, people and resources to give New Zealander’s the advice that’s needed, when it’s needed.

    Our people are people’s people

    • We pride ourselves on being experts, but we won’t use complicated jargon. Instead, we take the time to understand exactly what our clients want, or more importantly what they need. Then we will put forward ideas and make recommendations personalised for them. We’re not off the shelf! No one-size-fits-all.
    • We offer people the environment to flourish, grow and develop. We aren’t your normal workplace – we’re not rigid, boring or the status quo. We push each other to not just do good but do great!
    • We also give a damn. About our clients, about our people and our community. We have an extensive benefits programme; we give back and we support causes which are dear to our heart.

    So, what are you waiting for?

    Current Vacancies

    If you have experience as a Financial Adviser then we would love to hear from you even if we don’t have a listed vacancy. We may just have the perfect opportunity for you! Otherwise our current openings are below:

    Client Services Representative

     

    We have a fantastic opportunity in Wellington or Auckland for a client services superstar to join us. We are looking for someone who is passionate, committed and has great customer service and administration skills. You will be part of a varied team that supports across all our product lines with awesome attention to detail.

     

    Skills, Behaviours and Experience

    • Previous experience in a customer focused administration role
    • Great communication skills that people can easily warm to
    • Ability to prioritise and manage time well
    • A great work ethic that is full of motivation, enthusiasm and initiative
    • A ‘can do’ attitude with the willingness to get stuck in and help our anywhere

    Benefits

    • Build your knowledge of Financial Services in a growing company
    • Employee benefits including a suite of personal insurances
    • Become part of a great team
    • On-going professional development opportunities
    • Access to an employee assistance programme

     

    How to apply

    Send all enquiries through to recruitment@advicefirst.co.nz 

    Apply for role

    Case Manager

     

    Be part of a team that makes great things happen for our insurance clients and advisers. In this role you will help clients to understand the cover they have or when they would benefit from financial advice from one of our expert advisers. You will join a team who provide excellent administration and client support to our nationwide network of financial advisers who inspire Kiwis to realise a better financial future.

     

    Duties

    • Support clients via phone and email,
    • Support advisers with administration support
    • Proactive calling to existing clients
    • Facilitate a positive client experience
    • Liaising with providers

    Skills and Experience

    • Proven customer service experience and client facing administration experience,
    • Exceptional attention to detail and communication skills,
    • A friendly, professional approach, with willingness to go the extra mile,
    • Sound computer skills with the ability to pick up new systems,
    • Eligible to work in New Zealand.

     

    You will be joining an organisation that has ambitious plans. Our people, are people’s people, with a unified passion for inspiring others realise a better financial future. We demonstrate that we ‘Give a damn’ by looking after our people. The AdviceFirst Employee Benefits programme includes an extra KiwiSaver contribution, on-going development opportunities, a suite of insurances and many other things! Come and join our team where we are proud to be Rainbow Tick certified employer and a Living Wage accredited employer Applications will be reviewed as they come in.

     

    Send all enquiries through to recruitment@advicefirst.co.nz 

     

     

     

    Apply for role

    AdviceFirst is a Financial Advice Provider (FSP23242).

    Everyone can benefit from professional advice at some stage in their life. Calling on experts can be
    the difference that helps you achieve your lifetime goals or not. At AdviceFirst our expert advisers
    are here to help when you need them.

    More information is available here