Adviser Support

About Our Organization

We are a proudly New Zealand-owned and award-winning KiwiSaver and wealth management company. Our mission is to educate and empower our customers to make informed financial decisions and to achieve strong long-term investment outcomes. Focusing on these goals, we aim to grow the wealth of New Zealanders and help them secure better financial futures for retirement.

As a purpose-driven company, we care deeply about making a meaningful difference. Our passionate team plays a vital role in realizing this mission through a culture that values idea-sharing, empowerment, and leadership in initiatives that positively impact our business, community, and members.

Role Overview

We seek a motivated Adviser Support professional to join our busy In-House Advice team, which is handling increasing demands. You will be the primary point of contact for queries from referring advisers and play a key role in ensuring smooth communication with prospective clients and existing members. Your responsibilities will also include assisting with various administrative tasks that support both the advice and Distribution teams.

Key Duties

• Make outbound calls to referred leads to arrange meetings in the calendars of our In-house Advisers.
• Respond promptly and professionally to inquiries from referring advisers and clients.
• Manage multiple queues of leads, respecting client preferences and optimal contact times.
• Handle inbound calls directed to the In-house Advice team with professionalism and efficiency.
• Initiate proactive outreach to new members to ensure timely welcome calls.
• Assist with weekly reporting tasks, maintaining accuracy and punctuality.

Candidate Profile

You are a personable individual with a strong customer service focus, backed by several years' experience in roles such as hospitality, call centres, retail, or similar customer-facing environments. This role is a great opportunity to transition into the financial services sector and expand your skills.

Success in this position requires providing excellent customer service while maintaining precise and accurate administrative and reporting output in a fast-moving environment.

Desired Attributes

• At least 2 years' experience in sales, call centre, customer service, or related roles.
• Excellent verbal communication skills and professional phone manner.
• Strong organizational and time management abilities.
• High attention to detail ensuring accuracy in administrative and reporting responsibilities.

Why Join Us?

Our unique culture sets us apart by combining high standards with an environment where people thrive and enjoy their work. We invest in the wellbeing of our team and actively celebrate achievements.

• A hybrid working model that facilitates a healthy balance between work and personal life.
• Competitive base salary plus a biannual bonus scheme, enhanced KiwiSaver contributions, corporate perks, and other benefits.
• Health and wellbeing support including health insurance, an Employee Assistance Program (EAP), and discounted gym memberships.
• Comprehensive face-to-face onboarding, study support, ongoing training, and continuous professional development.
• A proactive Health & Wellbeing Committee organizing events focused on social connection, community engagement, and mental health.
• Office located in Auckland CBD offering inspiring views and proximity to major transport links.

Additional Information

We celebrate diversity and encourage candidates from all backgrounds to apply, bringing unique perspectives to our expanding team.

Applicants must hold a valid New Zealand visa that permits full-time employment.