Adviser Assistant - Cambridge

Shape Your Future with Forsyth Barr – Join Our Team Today! Join our expanding Cambridge team as an Adviser Assistant at Forsyth Barr, a majority staff owned and New Zealand NZX firm. This is a unique opportunity to advance your career in the financial services industry while working alongside a team of experienced Investment Advisers. Forsyth Barr – Trusted by Investors for 90 Years With a legacy of excellence, Forsyth Barr provides a comprehensive range of investment services, including share broking, portfolio management, research, and investment banking. Why Forsyth Barr? Diverse and challenging work to showcase your skills Ongoing professional development opportunities Competitive remuneration packages Work-life balance initiatives Comprehensive medical insurance A pathway to a fulfilling career in the financial industry What You will Need to Succeed: We’re looking for someone who thrives in a collaborative and fast-paced environment. To excel in this role, you should bring: Exceptional communication skills, both written and verbal An initiative-taking, self-motivated approach with strong time management abilities Confidence using Microsoft Office/Excel at an intermediate to advanced level A genuine desire to grow and adapt in an ever-evolving industry This role would be suitable for career administrators and for those beginning their journey in Wealth Management. Your Background and Potential: We value a solid foundation and a growth mindset. Here’s what we’re looking for: An aptitude for figures and accuracy in financial data entry A keen eye for detail, particularly in proofreading and spelling Professionalism, honesty, and integrity at your core Ideally, a degree in finance, economics, or a related discipline (though this is not essential) Experience in financial services (an advantage but not a requirement) At Forsyth Barr, we value individuals who share our commitment to delivering superior service to both our team and clients. Diversity and Inclusion Forsyth Barr is committed to fostering a diverse and inclusive workplace where everyone can thrive. We believe in celebrating our differences and empowering our people to achieve their best. Applications close: Friday 7th August 2026 #J-18808-Ljbffr