Client Services Advisor - Financial Planning

deVere New Zealand Limited; New Zealand; On-site; NZD 60,000 - 80,000; Full time

Job summary

A leading financial consultancy is seeking a passionate Client Services Advisor in New Zealand. Join a dynamic team to provide exceptional client service, manage portfolios, and develop personalized financial strategies. With in-house training and a strong focus on client relationships, this opportunity promises a fulfilling career.

Benefits

Work/life balance & flexibility

Provision of established client bank

Full in-house training provided

Qualifications

• Strong analytical skills to interpret complex financial records.
• Proficient in Microsoft Office.
• Passionate about client care and relationship building.

Responsibilities

• Advising clients on investment and retirement planning strategies.
• Managing and updating client portfolios.
• Providing exceptional customer service and resolving inquiries.

Skills

Analytical skills

Client care

Relationship building

Communication

Organizational skills

Education

NZCFS Level 5 qualification

Tools

Microsoft Office

Job description

We are looking for a motivated and client-focused individual to join our fast-paced, high-performing team as a Client Services Advisor. If you're passionate about delivering exceptional service, building strong relationships, and growing within a global financial organization, we want to hear from you.

About the business

deVere is one of the largest financial consultancy companies in the world with a truly global presence and reach. The New Zealand division is based in the Takapuna area, Auckland, and has grown significantly to become one of the leading advisory firms within New Zealand.

About the role:

• Advising clients on strategies for investment/retirement planning, cash management, and other areas to help them reach their financial objectives.
• Reviewing client accounts and plans regularly to understand if life or economic changes, situational concerns, or financial performance necessitate adjustments.
• Managing and updating client portfolios.
• Analyzing financial data received from clients to develop strategies for achieving their financial goals.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Implementing financial plans or referring clients to professionals who can assist them.
• Building and maintaining your client base.
• Providing exceptional customer service by responding to and resolving all client inquiries.
• Being a role model and ambassador for deVere's brand, business, and culture within NZ.

You will be working with and managing an established existing client bank.

What's in it for you?

• This is a great opportunity to join a fun, high-energy, adaptable, and professional team who love what they do.
• Work/life balance & flexibility.
• Provision of an established client bank.
• Full in-house training provided.

Skills and Experience:

• Strong analytical skills to interpret complex financial records.
• Proficiency in Microsoft Office.
• Passion for client care and relationship building.
• Effective communication via phone, video call, and in person.
• Client-first mentality.
• Exceptional organizational and administrative abilities.
• NZCFS Level 5 qualification preferred or currently in progress.

If you’re interested in this position, please send your CV.

Unlock job insights

Salary, number of applicants, skills match.

Your application will include the following questions:

• Which of the following statements best describes your right to work in New Zealand?
• How many years' experience do you have as a Client Services Advisor?
• How much notice are you required to give your current employer?
• How would you rate your English language skills?

To help fast track investigation, please include any relevant details that prompted you to report this job ad as fraudulent, misleading, or discriminatory.

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