Adviser Support

Generate Investment Holdings Limited; Auckland; Hybrid; NZD 52,000 - 70,000; Full time

Benefits offered by this job

Hybrid work model

Base salary + bonus

KiwiSaver contributions

Health benefits

Job summary

Generate Investment Holdings Limited in Auckland, North Island is seeking an Adviser Support to join our In-House Advice team. You will be the first point of contact for referred adviser queries and support in various administrative tasks to help the team and distribution.

You will conduct outbound calls to leads, schedule meetings, handle inquiries, manage lead queues, and assist with weekly reporting. A few years in customer-facing roles and strong communication are ideal.

Qualifications

• 2+ years in sales, call centre, customer service or equivalent role.
• Excellent communication skills and phone manner.
• Strong organizational and time management skills.
• Attention to detail and ability to maintain accuracy in administrative and reporting tasks.

Responsibilities

• Conduct outbound calls to referred leads and schedule meetings in the Advisers' calendars.
• Address queries from referring advisers and clients promptly and professionally.
• Manage multiple lead queues, ensuring attention to preferred contact times and client preferences.
• Handle inbound calls directed to the In-house Advice team with professionalism and efficiency.
• Proactively reach out to new members, ensuring they receive timely welcome calls.
• Support weekly reporting tasks, ensuring accuracy and timeliness in all reporting activities.

Skills

Communication skills

Phone manner

Organizational skills

Time management

Attention to detail

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Generate Investment Holdings Limited – Auckland, North Island

We are a proudly New Zealand-owned, award-winning KiwiSaver and wealth manager. Our mission is to educate and empower our customers to make informed financial decisions and achieve strong long-term performance. With a relentless focus on these goals, we are dedicated to growing Kiwis' wealth and helping them attain better financial outcomes in retirement.

At our core, we are a purpose-driven business, caring deeply about making a difference. Our passionate team plays a crucial role in bringing our mission to life. We foster a culture of idea-sharing and empowerment, encouraging our people to lead initiatives that positively impact our business, community, and members.

About the Role

Our In-House Advice team is busy as ever with growing demands, we are looking for a motivated Adviser Support to join this team and help us communicate effectively and seamlessly with our prospective clients and existing members. You will be the first point of contact for referring adviser queries and will assist in various administrative tasks to support this team and the wider Distribution teams.

As an Advisor Support, you will:

• Conduct outbound calls to referred leads and schedule meetings in the In-house Advisers' calendars.
• Address queries from referring advisers and clients promptly and professionally.
• Manage multiple lead queues, ensuring attention to preferred contact times and client preferences.
• Handle inbound calls directed to the In-house Advice team with professionalism and efficiency.
• Proactively reach out to new members, ensuring they receive timely welcome calls.
• Support weekly reporting tasks, ensuring accuracy and timeliness in all reporting activities.

About You

You are a friendly, people focused customer service superstar, with a few years’ experience in customer facing roles such as hospitality, call centre, retail or similar. This would be an excellent opportunity for someone who would like to step into financial services and develop their skillset in this space.

Key to success in this role is the ability to deliver outstanding customer service and maintain a high level of accuracy in administrative and reporting activities in a fast-paced environment.

Attributes that may help you succeed in this role:

• 2+ years in sales, call centre, customer service or equivalent role
• Excellent communication skills and phone manner
• Strong organizational and time management skills
• Attention to detail and ability to maintain a high level of accuracy in administrative and reporting tasks

Why This is The Place for You

Our culture is what sets us apart. We set ourselves high standards, ensuring our work environment is one where people thrive and also have fun. We invest significantly in the well-being of our people and are intentional about celebrating wins.

• A hybrid model that allows you to balance work and home life seamlessly.
• Competitive base salary + bonus package paid twice a year, additional KiwiSaver contribution, corporate benefits, and more!
• Wellbeing benefits, including health insurance, Employee Assistance Program (EAP), and discounted gym membership.
• Thorough face to face induction, study assistance, and ongoing training & support.
• Proactive Health & Wellbeing Committee that organizes a full calendar of events and initiatives that support Social Connection, community, and mental Health.
• Auckland CBD office with an amazing view, close to transport hubs.

We celebrate diversity and welcome candidates from all backgrounds to bring their unique perspectives to our growing organization.

Applicants for this position should hold a valid visa to work full-time in NZ.