Financial Planning Job Listings

Commercial Business Partner64626795312642110

Trademe

Commercial Business Partner

At Trade Me, we're about connecting Kiwi to create the life they want. Whether it's the big things like finding a home, a job, a car or growing their business, or the smaller things, like finding that right bedside table or parting ways with some old stuff. At Trade Me our vision is to be the place where Kiwi look first. We're looking for a Commercial Business Partner to join our Trade Me Commercial team in Auckland or Wellington. You'll be a highly valued commercial business partner to advise on strategic outcomes, commercial and financial management, analysis and reporting. **Here is what you can expect from this role:** * Act as a trusted business partner to the Head of Marketplace and other senior leaders, offering critical commercial support, month-end review, analysis, and problem-solving. * Drive the annual budgeting and quarterly forecasting process, providing expert financial management. * Contribute to business growth by identifying commercial opportunities, maximising the Return on Investment (ROI) of initiatives, and supporting new product pricing. * Lead financial modelling for major strategic initiatives, including developing and maintaining a 5-year forecast model. * Proactively develop relationships with key stakeholders and champion an open, fun, positive, and highly productive team culture. **What you will bring to our team:** * A solid foundation within a Big 4 or large consultancy firm. * At least 2 years experience in a commercial business/corporate finance role, ideally within a corporate setting and in a software / technology industry. * A strategic thinker who has experience with strategy development, financial modelling, core financial management, business improvement identification and solution formulation. * Have the knowledge, personality, and strong oral and written communication skills to rapidly gain credibility with, and influence, key stakeholders, and challenge people and ideas in a constructive way. * The ability to work at pace and prioritise effectively. * A relevant qualification in accounting / finance / economics. You'll have the best time working at Trade Me, and this is why: **#Flexibility:** Flexibility means different things to different people and we support you to find what works, including a home office set up and utilities allowance. We value team connection and come together in person on Monday and at least one other day a week. **#Wellness:** Being your best self means caring for your physical and mental wellbeing, we offer lots of resources to help you along the way. **#Leave:** We support you with leave when you need it, including 5 days of wellness leave each year and 10 days of sick leave from day 1. **#Social:** Nothing beats getting together to have some fun and celebrate our success. Join us in the office on payday for company paid lunches. Regular Friday drinks and nibbles, annual Trade Me company awards, celebrations and more. **#Learning:** Whether it's on the job, formal training, mentoring or something else, you'll grow with us from Day 1. We know some candidates can be reluctant to apply for roles if they feel they don't 'tick all the boxes'. If you're excited about this opportunity, we'd still really like to hear from you so please send us your resume and a short cover note outlining the "Why". Trade Me is an INZ accredited employer. We truly value diversity and embrace a flexible workplace where people are encouraged to achieve their potential.

Wellington, New Zealand

Negotiable Salary

Trademe

Lending Advisor

Your work will contribute to clients' frontline operations by delivering precise and comprehensive financial services aligned with their objectives. Benefits Opportunities for professional development and career growth Supportive, collaborative team environment Ongoing training to enhance skills What you will do Meet with customers to understand their lending needs Apply lender criteria to customer requirements and prepare mortgage applications Ensure all applications meet compliance requirements Assist clients and advisers with lender queries and mortgage approvals Liaise with customers to ensure all documents are accurate and complete Negotiate interest rates and assist with loan rollovers and refixes Maintain relationships with lenders, aggregators, real estate professionals, and referral partners Stay up to date with industry regulations, lender policies, and market trends Deliver exceptional service to build trust and long-term client relationships Meet or exceed sales and performance targets Ideal Candidate Profile Strong sales and relationship management skills, particularly in commercial lending Certified in Financial Services - Level 5 (Lending Strand) - essential Minimum 2 years' experience as a Mortgage Adviser or Lending Specialist Proven sales success, business acumen, and high-performing mindset Clear communicator with strong presentation skills Organised, disciplined, and detail-oriented High ethical standards and professional integrity Experience in wealth management or financial advisory fields Strong analytical, problem-solving, and strategic thinking skills Ability to work independently and collaboratively Self-motivated, ambitious, goal-oriented, and resilient Strong interpersonal and team leadership capabilities Interested? If you are a suitable candidate, please apply through the "apply now" function. For queries, contact Edwin Christopher at echristopher@adecco.co.nz or 021 222 0981. *"By applying for this job, you confirm you have read www.adecco.co.nz/privacy-policy/ and consent to the Collection Statement located via https://www.adecco.co.nz/collection-statement/* *By proceeding, you agree to receive marketing e-mails from The Adecco Group and acknowledge you can opt out at any time.* *As one of the world's largest employers, we believe in talent not labels, and focus on the diverse and unique skills our people bring. Our commitment to equal opportunity, inclusion, and diversity is part of our broader dedication to respecting fundamental human rights across our value chain. We seek to foster a culture of belonging and purpose, an environment where everyone can thrive and feel engaged, and where difference is respected and valued."*

Auckland, New Zealand

Negotiable Salary

Trademe

Investment Manager

Our client, a respected and growing financial services firm based in Auckland, is seeking a skilled Investment Manager to join their high-performing team. This role offers a fantastic opportunity to manage client portfolios, develop investment strategies, and provide expert financial advice to a diverse range of clients. Key Responsibilities * Develop and manage a portfolio of investors, serving as the primary contact for investment communication * Identify and assess direct investment and fund opportunities * Conduct detailed investment analysis and due diligence * Provide recommendations on investments and divestments to clients * Analyse economic trends and interpret data to inform investment decisions * Present investment strategies and opportunities to new and existing clients * Build and manage a strong investment pipeline * Prepare detailed performance and valuation reports * Proactively seek and engage new investors * Provide tailored investment advice aligned with clients' goals and risk appetite * Continuously improve processes, strategies, and client offerings * Ensure all advice and documentation complies with relevant regulations About You To succeed in this role, you will bring a strong blend of sales acumen, analytical capability, and relationship management skills. You thrive in client-facing roles, excel at presenting complex information with clarity, and are driven by results. You will ideally have: * Level 5 Certificate in Financial Services - essential * Proven success in investment or wealth management roles * Strong relationship-building and sales skills * Excellent communication and presentation abilities * High level of integrity and commitment to ethical practice * Strong analytical and financial reporting skills * In-depth knowledge of investment products and financial markets * Experience in managing investment portfolios and client strategies * Confidence to engage with high-net-worth individuals and institutional clients Why Join? * Attractive salary package tailored to your experience * Opportunities for professional development and career advancement * Collaborative and supportive team culture * Ongoing training to keep your skills sharp and up to date Apply Now If this opportunity aligns with your background and aspirations, we'd love to hear from you. Please submit your CV via the "Apply Now" button. Be sure to include your current New Zealand residency status, as eligibility to work in New Zealand is essential.For more information, contact Edwin Christopher at echristopher@adecco.co.nz or 021 222 0981. *"By applying for this job, you confirm you have read www.adecco.co.nz/privacy-policy/ and consent to the Collection Statement located via https://www.adecco.co.nz/collection-statement/* *By proceeding, you agree to receive marketing e-mails from The Adecco Group and acknowledge you can opt out at any time.* *As one of the world's largest employers, we believe in talent not labels, and focus on the diverse and unique skills our people bring. Our commitment to equal opportunity, inclusion, and diversity is part of our broader dedication to respecting fundamental human rights across our value chain. We seek to foster a culture of belonging and purpose, an environment where everyone can thrive and feel engaged, and where difference is respected and valued."*

Auckland, New Zealand

Negotiable Salary