Full TimeApex is a financial advisory firm with a national footprint. We provide financial advice to consumers and small businesses with a focus on mortgages, funds management, and insurance. Our head office is in Mt Eden, Auckland, with regional offices in Tauranga, Hamilton, Hawkes Bay, Te Awamutu, and Christchurch. This is a growing business with 90 staff nationwide, comprising financial advisers and operational teams.At Apex, we believe in empowering our clients with tailored financial solutions. Our team of dedicated advisers is committed to delivering exceptional service and innovative investment strategies. We pride ourselves on our collaborative culture and commitment to professional growth.We are now looking for a full-time Adviser Support Lead - Investments position based in our Mount Eden, Auckland office to join the growing team.Summary StatementThis is a new role leading a team focused on supporting our Advisers in the investment space.Role RequirementsLead and mentor a team of investment support professionals of Adviser Support and Paraplanning staff, fostering a collaborative and high-performance environment.Hands-on involvement in processing support requirements to maintain skills as the team grows.Develop and implement processes that streamline client interactions and improve overall service delivery.Monitor team performance metrics and provide regular reports to management on key achievements, challenges, and opportunities for growth.Coordinate training sessions to enhance team knowledge of market trends and investment options.Collaborate with advisers to understand client needs.Help manage and nurture client relationships by providing timely responses to inquiries and resolving issues that may arise.What We ProvideSalary offer is based on current skill set and experience level.Company KiwiSaver contribution in addition to salary.Lifestyle Leave options.Long Service Leave available.Work from home one day per week once training is completed.Employee Assistance programme.Professional association fees covered.Join the team and work in a great environment! Please apply with a cover letter explaining why you are interested in the role.A clean credit check and police check will be required.All applicants need to hold NZ citizenship, NZ permanent residency, or NZ residency, or hold a valid partner or work visa with a validity of 12 months or longer that does not require sponsorship.Your application will include the following questions:Which of the following statements best describes your right to work in New Zealand?How many years' experience do you have as a Support Lead?What's your expected annual base salary?How much notice are you required to give your current employer?
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