We’re a locally owned and operated team of well-established financial planners with over 100 years of combined industry experience, and we’re on the lookout for a proactive, detail-oriented Adviser Assistant to help us deliver the very best outcomes for our clients.
This is more than just admin — it’s a key support role that ensures our advisers stay client-facing and focused on delivering quality advice, while you handle the behind-the-scenes work that keeps everything running smoothly.
You’ll work alongside two Financial Advisers, mainly in the insurance and KiwiSaver space, supporting them with everything from client onboarding to preparing review material and liaising with insurance underwriters. You’ll play a critical part in helping clients take the next step toward financial confidence and security.
– Preparing recommendations, advice documents, and quotes
– Updating and managing our CRM system
– Completing insurance health and lifestyle questionnaires with clients
– Supporting the insurance underwriting process and liaising with providers
– Assisting with KiwiSaver and investment onboarding, including AML duties
– Preparing agendas and materials for client meetings
– Helping with the preparation of annual review documents
– Managing adviser diaries to ensure client appointments run like clockwork
– Ensuring all processes and documentation meet compliance standards
– Supporting advisers with anything that helps them stay client-focused
– A high level of attention to detail – you catch the small stuff others might miss
– A proactive attitude – you anticipate what’s needed before being asked
– Strong admin and organisational skills
– Discretion and professionalism when dealing with client information
– Comfort with tech and CRM systems
– A genuine interest in helping people improve their financial futures
– Experience in insurance or financial services and/or level 5 certificate is a bonus, but not essential.
– A clean criminal conviction check and excellent references are required.
We’re passionate about what we do, and we care deeply about the people we do it for. As a client-first business, we’re committed to ethical advice, long-term relationships, and constantly improving the way we work. If you’re someone who enjoys being part of a client focused, collaborative team — we’d love to hear from you. And to really get a feel of what we do, pop onto our website and watch some of our client stories.
Client Support staff work in an open plan office environment
This role is based in our Richmond Office, right next door to the library with ease of parking to the rear.
Ideally full-time but we’re flexible for the right person.
Please go here to view the Seek job description and apply.
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