If you have experience as a Financial Adviser or Insurance Broker, and are RFA or AFA qualified, 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!
We have a fantastic opportunity in Auckland for a customer services superstar to join us in our modern Albany office. 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. While a key component of this role will be to support our Wealth customers you’ll need to be agile and ready to support any of the products we service.
We have an outstanding opportunity for an individual to take on this project and utilise their previous experience in this field. As the Quality and Compliance Specialist, you will be tasked with delivering quality assurance (QA) and maintaining a strong risk management culture across the business, As well as providing the leadership team with a holistic view of quality and compliance for their areas. We need someone who analyses, advises and can lead us to a culture of high quality work.
We are on the hunt for a Digital Marketing & Campaigns Specialist, you will be tasked with leading the implementation of marketing campaigns & opportunities for us in the digital marketing space. Quickly you will become the go-to person in this area as well as being our social media guru ensuring our content is captivating and relates to our target audience. You will be a part of a small but buzzing team, but joining an organisation who has ambitious plans. Our people, are people's people, with a unified passion for helping others realise a better financial future.
You’re an entrepreneur at heart, passionate about business development and looking for that next career challenge. Primarily this role is accountable for driving sales performance and growth from SME clients in your portfolio and from prospecting outside of it. Additionally, you will be the account manager, taking the lead for insurance but actively seeking opportunities to engage more broadly with these businesses. We need someone who is self-driven, can work in a team environment and is willing to go the extra mile to achieve great results for clients.
A great transition role for someone who already has experience in the financial services industry, but is wanting to that that next step in providing financial advice that secures a better financial future for our clients. You will be servicing clients from and identified pool utilising a number of different servicing methods due to the geographical location of some of your clients. If you are looking for an opportunity to join a fast-paced, highly motivated team, focused on developing your client management and sales capabilities then look no further!
We are looking for a pro-active individual whose passion lies in ensuring others are prepared for whatever risks life may throw at them. This role is accountable for providing advice and driving sales from within an identified client pool. You’ll need to have experience as a Financial Adviser and a strong understanding of the industry. You’ll need to be able to prospect clients needs and convert leads into sales. You’ll be joining a fast-paced, highly motivated team, focusing on developing your client management and sales capabilities.
0800 438 238