Finance Operations Assistant supporting the Credit & Collections team at DWF. Involves training in a collaborative environment with responsibility for collections and cashiering functions.
About the role
- Financial Adviser providing personalised financial advice and education regarding Mercer products. Collaborating with clients to maintain compliance and enhance customer understanding in Wellington or Auckland.
Responsibilities
- Provide personalised financial advice and education in regard to Mercer products and those of some of our clients
- Maintain and develop relationships with customers by providing tailored financial advice in accordance with Mercer’s Financial Advice Policy and addressing general customer inquiries
- Ensure all risk and compliance requirements are met in line with Mercer’s compliance standards
- Present at financial education seminars for customers, both in-person and online, to enhance their understanding of financial products
- Contribute to a seamless customer experience by identifying and implementing service improvements
Requirements
- Relevant tertiary qualification in finance, accountancy, law, commerce, marketing, or a related discipline, or a Post Graduate Diploma in Business Studies (Endorsed in Personal Financial Planning)
- Hold the New Zealand Certificate in Financial Services (Level 5) or the National Certificate in Financial Services (Financial Advice, Level 5)
- Experience providing personalised financial advice to retail customers, particularly regarding KiwiSaver and investments
- Strong understanding of risk and compliance requirements
Benefits
- Professional development opportunities
- Interesting work
- Supportive leaders
- Vibrant and inclusive culture
- Range of career opportunities
- Benefits and rewards to enhance well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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