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Careers

ADVICEFIRST

Careers

General Manager – POD

Passionate about making SME in NZ better? Able to successfully lead a team of HR professionals?

  • Key appointment to head up our sensational team of HR practitioners
  • Bring your commercial acumen and leadership capabilities
  • Drive growth through building successful client relationships
  • Auckland based

About the Company
POD Consulting is an award-winning and fast-growing consulting company that specialises in Human Resources and Organisational Development.  POD partners with businesses that understand that investment in their people will not only result in happy people, but also in business success.  Recently, POD joined forces with AdviceFirst and now comes under a wider umbrella of providing quality professional advice to a diverse range of SME clients to help them realise a better future.

Reporting to the CEO of AdviceFirst, you’ll lead the POD Team and drive the processes, systems and projects that support best practice and quality delivery to our clients, ensuring that all the right activity is happening to and our clients are happy and successful. You’re commercially astute which makes building strong client relationships, creating and proposing pricing structures for what we deliver and managing the billing process as tasks you excel at.  The role will include acting as an escalation point for client issues as well as managing the Business Development function to ensure clients are successfully onboarded.  In conjunction with the AdviceFirst Marketing team, you’ll contribute to the marketing plan for POD, ensuring that POD’s marketing content and activity increases lead generation in line with business objectives.

You’ll be stepping into a strong team of HR practitioners who are largely self-managing and who, from time-to-time, will just need a sounding-board and guidance as to how to approach certain client situations.  Key to your success in this role will be your ability to maintain great relationships with your team and clients alike, whilst facilitating the allocation of work to the team, ensuring they continue to be engaged and high performing. You will need great collaboration and referral skills so you can work across the rest of the AdviceFirst team to ensure clients get access to the breadth of professional advice we offer to allow them to maximise their chances of success.

A full job description is available on request. Applicants will be reviewed by 14th January 2019.

Client Services Representative – Wellington

At AdviceFirst, we are here for our clients, their family or their businesses, and we can help by offering expert professional advice throughout their life. Whether it’s related to their personal investment or insurance needs or related to their business, we have the expertise, people and resources to give people the advice that’s needed, when it is needed.

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. No off-the-peg, one-size-fits-all, she’ll-be-right.

We have a fantastic opportunity in Wellington for a customer services superstar to join our small yet busy wealth administration team. We are looking for someone who is passionate, committed, has an eye for detail, is super organised and has a great sense of humour.

To thrive in this role, you’ll need to bring the following:

  • Proven customer service experience
  • Commitment to an outstanding client experience
  • Exceptional communication skills
  • Exceptional attention to detail
  • High level of professional presentation
  • Previous client facing administration experience
  • Strong affinity with people (We are People’s People!)
  • Sound computer skills with the ability to pick up new systems
  • A friendly, professional approach, with a willingness to go the extra mile
  • Eligible to work in New Zealand

Jump on-board and join a bunch of people’s people helping others realise a better future.  The AdviceFirst remuneration package also includes an annual performance bonus, an extra KiwiSaver contribution, on-going development opportunities, and a suite of employee benefits. Applications will be reviewed on the 14th January 2019.

Client Services Representative – East Auckland

At AdviceFirst, we are here for our clients, their family or their businesses, and we can help by offering expert professional advice throughout their life. Whether it’s related to their personal investment or insurance needs or related to their business, we have the expertise, people and resources to give people the advice that’s needed, when it is needed.

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. No off-the-peg, one-size-fits-all, she’ll-be-right.

We have a fantastic opportunity in Wellington for a customer services superstar to join our small yet busy wealth administration team. We are looking for someone who is passionate, committed, has an eye for detail, is super organised and has a great sense of humour.

To thrive in this role, you’ll need to bring the following:

  • Proven customer service experience
  • Commitment to an outstanding client experience
  • Exceptional communication skills
  • Exceptional attention to detail
  • High level of professional presentation
  • Previous client facing administration experience
  • Strong affinity with people (We are People’s People!)
  • Sound computer skills with the ability to pick up new systems
  • A friendly, professional approach, with a willingness to go the extra mile
  • Eligible to work in New Zealand

Jump on-board and join a bunch of people’s people helping others realise a better future.  The AdviceFirst remuneration package also includes an annual performance bonus, an extra KiwiSaver contribution, on-going development opportunities, and a suite of employee benefits. Applications will be reviewed on the 14th January 2019.

Business Operations Manager – Client Experience 

We are looking for someone to lead the delivery of our centralised advice and proactive service model. This newly established role brings together three different service areas (Insurance, Wealth Management & KiwiSaver) to ensure the advice and service they provide is ‘value add’ and proactive.

 

You will be reporting into the Chief Operating Officer and some of the key responsibilities of this role include but not limited to:

  • Ensure the delivery of consistently high standards of advice/service from our centralised  team operating across our three key service lines
  • Own and deliver key KPI’s through a high performing team and efficient standardized ways of working.
  • Collaborate with colleagues to passionately explore new ways of working and delivering on client expectations and doing that in a financially sustainable way that meets conduct standards
  • With the support of HR, recruit, retain and develop great people driving a culture where crew are engaged to AdviceFirst and highly productive.

Our ideal candidate will be someone who has:

  • Previous experience in leading teams with a centralised service purpose
  • Previous experience in driving team effectiveness and outcomes to meet key KPI’s/targets
  • A proven leader, with the ability to drive a culture of exceptional client experience and high performance

 

About the Company
At AdviceFirst, we are here for our clients, their family or their businesses, and we can help by offering expert financial advice throughout their life. Whether it’s investment, wealth management, insurance, or KiwiSaver, we have the expertise, people and resources to give people the financial advice that’s needed, when its needed.

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. No off-the-peg, one-size-fits-all, she’ll-be-right.

KiwiSaver Specialist – Auckland

At AdviceFirst, we are here for our clients, their family or their businesses, and we can help by offering expert professional advice throughout their life. Whether it’s related to their personal investment or insurance needs or related to their business, we have the expertise, people and resources to give people the advice that’s needed, when it’s needed.

Primarily this role is accountable for providing efficient and accurate KiwiSaver advice to our clients. You will be responsible for owning and driving AdviceFirst’s KiwiSaver offering which at times may mean presenting and facilitating to large groups of people. You will need to be competent and confident in the advice you are giving and will be required to fly the flag for the AdviceFirst brand. Advice won’t always be given in person, so exceptional communication skills will be required to communicate effectively through any channel. KiwiSaver is an integral part of the AdviceFirst strategy so you will need to have the ability to influence and engage with key stakeholders.

To be considered for this exciting opportunity you a few other keys skills you must have are:

  • Experience in a client/customer facing role with a KiwiSaver focus is essential.
  • Experience in a customer focused sales environment is essential.
  • A proven track record of meeting and exceeding targets.
  • An AFA qualification, or on a pathway to complete is essential.
  • A true passion for providing an exceptional client experience.
  • Ability to demonstrate strong communication and influencing skills.
  • Eligible to work in New Zealand.
  • We have offices in both Albany and Botany, so flexible on location.

Come join a crew of people’s people – helping others realise a better future. The AdviceFirst package has an awesome employee benefits programme which includes an additional KiwiSaver Employer Contribution, a suite of insurances, on-going development opportunities and a year-round wellness programme.  Applications will be reviewed on 14 January 2019.

KiwiSaver Specialist – Wellington

At AdviceFirst, we are here for our clients, their family or their businesses, and we can help by offering expert professional advice throughout their life. Whether it’s related to their personal investment or insurance needs or related to their business, we have the expertise, people and resources to give people the advice that’s needed, when it’s needed.

Primarily this role is accountable for providing efficient and accurate KiwiSaver advice to our clients. You will be responsible for owning and driving AdviceFirst’s KiwiSaver offering which at times may mean presenting and facilitating to large groups of people. You will need to be competent and confident in the advice you are giving and will be required to fly the flag for the AdviceFirst brand. Advice won’t always be given in person, so exceptional communication skills will be required to communicate effectively through any channel. KiwiSaver is an integral part of the AdviceFirst strategy so you will need to have the ability to influence and engage with key stakeholders.

To be considered for this exciting opportunity you a few other keys skills you must have are:

  • Experience in a client/customer facing role with a KiwiSaver focus is essential.
  • Experience in a customer focused sales environment is essential.
  • A proven track record of meeting and exceeding targets.
  • An AFA qualification, or on a pathway to complete is essential.
  • A true passion for providing an exceptional client experience.
  • Ability to demonstrate strong communication and influencing skills.
  • Eligible to work in New Zealand.

Come join a crew of people’s people – helping others realise a better future. The AdviceFirst package has an awesome employee benefits programme which includes an additional KiwiSaver Employer Contribution, a suite of insurances, on-going development opportunities and a year-round wellness programme.  Applications will be reviewed on 14 January 2019.

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