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

We have an exciting opportunity for an experienced Advice Coach to join our growing Distribution team. Reporting to the National Advice Manager, you will be responsible for developing and enhancing the capabilities of our Advisers through ongoing training, coaching, and mentoring.

You will play a crucial role in empowering the Advisers to deliver exceptional advice and service to our clients, strengthening our market position as a leading KiwiSaver and wealth manager.

As an Advice Coach, you will:

• Work alongside the National Advice Manager to define and achieve new business targets and objectives for our Advisers.
• Develop coaching plans that reinforce key success factors tailored to each GNR’s needs.
• Conduct coaching calls and regular one-on-one in person coaching sessions to drive continuous improvement in adviser performance.
• Provide ongoing support and guidance to Advisers to elevate the quality of advice and customer service.
• Manage QA escalations and conduct risk-based QA of adviser meetings and provide outcome to support learning and improvement.
• Proactively identify key business risks and ensure processes are in place for incident and near miss reporting.
• Work with the Distribution Compliance Lead and Compliance Team to ensure full compliance with regulatory and legal requirements.

About You

You are a customer focused professional with a minimum of 5 years’ experience within financial services. You may come from a B2C or frontline customer service background, previously excelled in sales/business development roles and have a deep understanding of the market we operate in & consumer psychology.

You are also a subject matter expert in advice and have demonstrated success in a coaching or training role, including developing and delivering training programs and mentoring or leading a team of sales professionals or financial advisers.

Attributes that may help you succeed in the role:

• Business development acumen: Demonstrated ability to identify and pursue new business opportunities, resulting in measurable growth.
• Customer focus: Demonstrated commitment to prioritising customer experience, consistently acting in the best interests of both internal and external customers.
• Compliance knowledge: Strong understanding of financial industry compliance standards, with a demonstrated commitment to ethical practices and regulatory requirements.
• Innovative thinking: Capability to apply innovative solutions to enhance advisor training and improve customer service delivery
• Adaptability and Resilience: Ability to adapt to changing market conditions and regulatory environments, and to guide others through these changes.

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 organises 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.

Next Steps

If you are interested in making a meaningful difference, please hit “Apply” and be sure to include your CV and what you would bring to this role and our team.

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.