Adviser Wealth Quality Assurance - Plan Writer at Westpac New Zealand

, , New Zealand -

Full Time

Start Date

Immediate

Expiry Date

13 May, 26

Salary

0.0

Posted On

12 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Advice, Regulatory Requirements, Customer Needs, Investment Products, Quality Assurance, Communication Skills, Analytical Skills, Attention to Detail, Customer Service, XPLAN Software, CRM Tools, MS Office, Training, Guidance, Service Delivery, Relationship Building

Industry

Banking

Description

Wealth Advice Quality Manager (Plan Writer) 6 month fixed-term, fulltime role - Monday to Friday Can be based at our office in either Auckland, Wellington or Christchurch Hybrid role – mixture of work from home and office Mō te Tūranga – About the role We are seeking a suitably qualified and experienced professional to join our Advice Quality & Governance Team. As a trusted business partner and subject matter expert, you will work closely with Westpac Advisers to provide high-quality financial advice documents with accurate information that meets the customer’s needs, while aligning with industry best practice, regulatory requirements and internal business rules and guidelines. Your expertise will help foster strong relationships with our Wealth Office Leadership Team, Wealth Advisers and Consultants. You’ll be assisting in a timely manner with queries and provide training and day-to-day guidance to lift capability and enhance service delivery, creating better customer outcomes. Ngā mea kia whai angitū ahau? – What do I need to be successful? At least five years’ experience in the financial services industry, with excellent knowledge of the financial advice process, industry legislation/best practice, customer needs and investment products. 3 years’ plus experience in a similar role (i.e. quality assuring financial advice). Must have a Graduate Diploma in Personal Financial Planning or New Zealand Certificate in Financial Services (Level 5). Tertiary (degree level) qualification (preferred). Experience working with XPLAN software or similar Customer Relationship Management (CRM) tools (preferred). Good knowledge of MS office products – (Word, Excel, Outlook & Teams etc). Superior customer service, communication, and analytical skills with refined attention to detail. Ko mātou tēnei | Our Organisation At Westpac, we’re working together to build a fairer and stronger New Zealand for our people, customers, and communities. For over 160 years we’ve been driven by our purpose to Create Better Futures Together. What makes us unique are the incredible people we’re lucky enough to have walk through our doors every day. The giant ‘W’ on our building doesn’t just stand for Westpac – it says, double you. We’re a place that values, rewards and recognises individuality. Where you can be your whole self, your true self, and your best self. We’re recognised as a place where talent is developed, where passions are fuelled and where ambitions of all shapes and sizes thrive. And it all starts with you! Tono mai ināianei! | Apply Now! Apply today with your CV and Cover Letter. The people of Aotearoa, New Zealand hail from many cultures and backgrounds. At Westpac New Zealand, we draw on this enormous talent pool to cultivate a team rich in ability and empowered to reach its full potential. Our aim is to be brave challengers, celebrating our differences and relentlessly advocating for our customers. It starts with us – we believe that when we care deeply and do our best for our people, they’ll do their best for our customers. We encourage people from all walks of life to apply, including those who are neurodiverse, have chronic health conditions or disabilities – your attitude and passion are as important to us as your experience, qualifications and capabilities. Mahi tahi tātou, kaha ake tātou | Together Greater Applications close: 13 February 2026 Our culture is rich with stories of how our people like to help, our customers, our community and each other. This is reflected through flexible working arrangements to ensure that our people have a balance in their life with those things that are important to them. Through ensuring that we provide opportunities to everyone regardless of what society throws at them, we are a safe place to work where you are treated equally and appreciated.

Responsibilities

The role involves working closely with Westpac Advisers to provide high-quality financial advice documents and assisting with queries. Additionally, the position includes providing training and guidance to enhance service delivery and customer outcomes.