Do you have what it takes?

Quality Assurance Assistant

 

Be part of a team that makes sure every client receives a consistently high level of services and advice from AdviceFirst. In this role you will assist the Quality Manager and QA Specialist in the delivery of AdviceFirst’s QA Programme. This includes reviewing the quality of advice provided to clients, improving end-to-end processes and ensuring that all regulatory requirements have been met. You will join a team who provides excellent support to our nationwide network of financial advisers who inspire Kiwis to realise a better financial future.

 

Duties

  • Delivery of the QA programme and Vetting process,
  • Provide high quality reporting in relation to key aspects of the advice process,
  • Assist with the development and facilitation of training for Advisers on our advice processes,
  • Assist with the ongoing monitoring of our regulatory requirements as a FAP and reporting key information to the Senior Leadership Team,
  • Assist Paraplanning team with creating Statements of Advice and Insurance Plans for Advisers (as required).

Skills and Experience

  • Experience in financial services industry and knowledge of financial advice processes; as well as the regulatory requirements,
  • Ability to understand and interpret data/metrics, to diagnose issues/trends/emerging problems and develop actions to improve own oversight and reporting,
  • Passion for the customer experience and customer focused approach,
  • Good analytical, interpersonal and influencing skills,
  • A high level of honesty and integrity in all dealings,
  • A strong eye for detail and accuracy.

 

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 

Financial Adviser (Investment)

 

Be part of a team that makes great things happen for our Investment clients. In this role, you will ensure that new and existing clients are supported with expert advice to make great decisions for their financial situation. You will understand that no client is the same, and advice will need to be tailored to each individual and their circumstances. You will join a nationwide team of financial advisers who inspire Kiwis to realise a better financial future.

 

Duties

  • Provide product advice,
  • Achieve client satisfaction and growth,
  • Maintain professional knowledge and skills,
  • Build strong relationships.

Skills and Experience

  • In-depth understanding of the Financial Services Industry,
  • Proven customer focused experience,
  • At least 2 years experience as a financial adviser,
  • A friendly, professional approach, with willingness to go the extra mile,
  • 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 

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 

 

 

 

Lead Business Partner – Finance

 

This is an exciting opportunity for an experienced Accountant who thrives on truly making a difference within an organisation.  We have a small in house finance team, the infrastructure and processes are already there we just need you and your leadership experience. You will have worked within an accounting role at a senior level and have experience in leading a team. What makes this role different is our desire to drive change and a variety of improvement initiatives across the business. You will be partnering with the business to deliver strategic insights and improvements that help us be and do better. You will do this utilising your financial modelling skills and ability to influence change within an organisation.

This role requires engagement with staff, management, internal and external stakeholders. You will be a part of a small but buzzing team and joining an organisation with ambitious plans for the future. Our people are people’s people, with a unified passion for helping others realise a better future. What are we looking for?

 

  • 4-6 years’ experience in an accounting role at a senior level,
  • 1-2 years management experience,
  • Experience in personally driving change to effect substantial business improvements,
  • Proven effective management capability employing appropriate methods to establish, develop, motivate and guide different business areas towards successful outcomes and achievement of business objectives,
  • Experience in directing and supervising the work of team members,
  • Chartered Accountant (CAANZ or equivalent).

 

The AdviceFirst Employee Benefits programme includes a bonus scheme, an extra KiwiSaver contribution, on-going development opportunities, a suit of insurances and many other things! Applications will be reviewed as they come in, but close on the 4 August 2021.

AdviceFirst is a Financial Advice Provider (FSP23242).