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Careers

ADVICEFIRST

Careers

Living Wage Accreditation Employer Award

Wealth Management Adviser (Auckland)

We have and exciting opportunity for someone to join our Wealth Management team to service and support your own portfolio of existing clients. You will be responsible for providing excellent advice to clients, ensuring that their needs are met. You will be a pro-active individual who has proven strengths in building trusting and long term relationships with the ability to find the right solutions that add value to our clients lives. We need someone who is extremely passionate about what they do, doing it right and has the desire to continue to develop in their own career.

To be considered:

  • At least 3 years’ experience within the financial services industry
  • AFA Qualification 
  • An understanding of the Advice Process
  • Demonstrated and proven track record of meeting and exceeding expectations
  • Passion for providing exceptional outcomes to clients
  • Demonstrate strong communication and influencing skills
  • Ability to work in New Zealand

If you have a passion for helping clients realise a better future and want to join a crew of peoples, people flick us an email on: recruitment@advicefirst.co.nz

Quality Assurance Specialist

An exciting opportunity within the Financial Services Industry for someone with a strong client focus who wants to be tasked with developing and delivering quality assurance (QA) and risk management culture across our business. You will be involved in reviewing and assessing the advice provided to clients, focusing upon the quality and appropriateness of the outcomes.

What are we looking for?

  • Three years minimum working in the financial services industry
  • Appropriate tertiary and professional qualification
  • Solid experience with regulatory compliance and or commercial law/ auditing  
  • Firm but fair direction to make improvements
  • A thorough understanding and working knowledge of the Financial Advisers Act (FAA)

If you have a passion for helping clients realise a better future and want to join a crew of peoples, people flick us an email on: recruitment@advicefirst.co.nz

Client Services Administrator – Insurances (Wellington or Auckland)

We have a fantastic opportunity in our Wellington/Auckland offices for a customer services superstar to join our busy Business Insurance Team. Our people, are people’s people so you’ll need to be passionate about what you do, have great customer service skills and solid administration experience. We are looking for someone that has experience within an Insurance environment, in particular, commercial fire & general insurance, to support our clients.
To thrive in this role, you’ll need to bring the following:

• Proven experience in customer service focused administration with an Insurance lense
• Exceptional communication skills and a strong affinity with people
• Sound computer skills with the ability to pick up new systems
• A friendly, professional approach, with a willingness to go the extra mile

If you have a passion for helping clients realise a better future and want to join a crew of peoples, people flick us an email on: recruitment@advicefirst.co.nz

Disclosure statements for AdviceFirst Financial
Advisers are available on request and free of charge.