Work With Us

Join our growing team

NZ Funds was originally formed in 1988. Since then, we’ve grown to a company of over 100 people and 600 affiliated advisers with around $3 billion under management.

We’re fund managers and financial advisers with a clear goal: we want to help New Zealanders grow their wealth.

Our current available roles, if any, are listed below. We’re always interested in hearing from people who share our vision for a wealthier, more financially secure New Zealand.

The role 

NZ Funds is looking for a Client Wealth Associate to join our Private Wealth division in Tauranga. The role also has a clear growth pathway to financial advice. 

As an important conduit between our financial advisers, the clients we serve and the professionals we partner with, the role focuses on supporting our local team in administering client portfolios and preparing financial plans.  

You will have a background in professional services, or be a recent graduate with strong academic performance. You will be focused on growing and developing your skills in the finance industry, and helping kiwis achieve a fully funded retirement. 

This is a dynamic role that provides an incredible opportunity to build your skills and experience under the guidance and support of an established team.  

About you 

To succeed in this role you will be:  

• Professional – you are interpersonally confident and articulate and work well in a team. 

• Technically minded – you are analytical and find working with numbers comes naturally. You may have studied finance, accounting, or economics. Experience in paraplanning is an advantage. 

• Organised – you find staying on top of multiple workstreams easy, prioritise well and take pride in seeing tasks through to completion. 

• Diligent and dynamic – attention to detail is important to you and you thrive on new and different tasks, exhibiting a willingness to adapt. 

• A people person and good communicator – whether by phone, email or face-to-face you are able to make our clients feel welcome and heard. 

• Growth orientated – you are an active learner and interested in developing your career. 

Responsibilities  

Your responsibilities would include:  

• Supporting our client advisory, onboarding and rebalancing processes, as well as helping administer business development activities. 

• Drafting financial plans for new and existing Private Wealth clients using our market-leading software. 

• Communicating with clients, responding to client queries and preparing reports. 

• Assisting financial advisers in managing workflows and preparing meeting agendas. 

What’s in it for you 

In return for you bringing your talents and energy, we offer: 

• A collaborative and encouraging environment working alongside highly experienced financial advisers. 

• Being part of a dynamic and growing firm that supports its staff to learn and ‘be their best'. 

• A pathway for career development within the financial services industry. 

• A competitive remuneration package. 

If this role sounds exciting and you believe you have the right skills and experience, we'd love to hear from you. Please email your CV and a cover letter to [email protected].