Do you have what it takes?
- At AdviceFirst, we have the expertise, people and resources to give New Zealanders the advice that’s needed, when it’s needed.
We 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! Express your interest by emailing our Employee Experience team at recruitment@advicefirst.co.nz.
Head of Client Success
At AdviceFirst and enable.me, we are here for our clients, their family or their businesses. We provide financial advice and coaching that help Kiwis take control of their finances and to realise a better financial future.
How we conduct our business is just as important as what we do. Our culture thrives on supporting each other to achieve the best outcomes for our clients. We care for each other and are proud to be Rainbow Tick and Living wage certified.
About the role
On offer is a key leadership role within our business that focuses on the delivery of an exceptional client advice experience. Our Customer Success teams manage our existing client base by ensuring they receive proactive and targeted advice and solutions that support their overall goals.
Our success relies heavily on our people, so this role requires strong leadership of a dispersed team across a range of advice lines (Wealth Management, Insurance and KiwiSaver). It works collaboratively with its peers to deliver a consistent advice experience across the organisation and supports wider change programmes as needed.
You’ll need to be a proven performer with experience in leading large teams and a solid understanding of the Financial Advice industry. You strive for high performance, creating a team of accountable and engaged crew members. You’ll be able to communicate effectively – translating our organisational purpose, goals, progress and challenges into a language your team understands and can buy into.
What we offer
• A suite of insurances including income protection and health insurance with Southern Cross
• Paid time out to do community work and we support a raft of different community causes
• An annual contribution to your wellness
• Over and above KiwiSaver contribution
• Flexible work is way of life for us, we operate in a hybrid working environment
Contact recruitment@advicefirst.co.nz for more information.
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.