Graduate role in KPMG’s Deal Advisory team supporting M&A and investment decisions for New Zealand businesses. Opportunities for growth through collaborative projects and a strong support network.
IS
Hybrid Trainee Financial Planning, Wealth Management
Posted last month
About the role
- Trainee in Financial Planning and Wealth Management at iAdvise Financial Services. Providing client consultation in investment, retirement, and financing options.
Responsibilities
- Manage and advise our existing clients and provide consultation to new clients
- Area of expertise includes investment, retirement planning, protection/insurance and financing advice
- Internal career progression opportunities up to department manager
Requirements
- Completed secondary education
- Professional appearance and demeanor
- Excellent command of German
- Minimum age: 23
Benefits
- Additional bonus payments based on performance
- Company car may be provided
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Project Intern in Finance Derivatives supporting Cargill's operations in Bangalore. Gaining exposure to global commodity markets and derivatives operations within a dynamic trading environment.
Finance Analyst managing financial closing processes and compliance with regulations. Collaborating with internal audits and ensuring data integrity for financial statements.
Assistant Director managing programs for financial stability and housing access at Granite United Way. Collaborating with community partners to alleviate housing insecurity and promote economic mobility.
Intern supporting First Momentum's investment team in sourcing and leading evaluation of pre - seed startups. Involvement in due diligence, investor relations, and gaining insights into VC processes.
Executive Lead, Finance responsible for overseeing financial operations at Playgroup NSW. Ensuring compliance, risk management, and long - term financial sustainability in a hybrid work environment.
Director of Finance leading the strategic finance capability in a high - growth consumer app company. Reporting directly to the CEO and establishing financial planning frameworks from the ground up.
Director of Financial Reporting & Allocation Strategy leading financial allocation for global reinsurance company. Ensuring accuracy and compliance, driving process simplification across management and legal entities.
Senior Manager leading the client accounting function at Ellis Porter, overseeing billing and receivables while enhancing financial performance. Building a high - performing team and collaborating with firm leadership.
Finance Apprentice at John Lewis Partnership training to drive performance and influence financial decisions. Flexible hybrid work between Bracknell and London campuses with professional mentoring.