Adviser Support

Adviser Support

02-2-26    Auckland / Permanent

We are seeking a proactive and detail-oriented Adviser Support professional to join a fast-paced brokerage. This role plays a key part in supporting Financial Advisers and delivering a professional, efficient, and positive experience for clients.

Working closely with advisers and the administration team, you’ll provide high-quality administrative and client service support across the business.

Key Responsibilities

• Greet clients and manage incoming calls, emails, and enquiries
• Confirm client appointments and assist with annual reviews
• Manage advisers’ diaries and coordinate meetings and events
• Prepare and distribute client documentation, reports, and meeting packs
• Liaise with product providers and maintain accurate CRM records
• Ensure AML/CFT documentation is obtained, verified, and compliant
• Support general office tasks including travel bookings, seminars, and catering

About You

• Highly organised with strong attention to detail
• Confident managing multiple tasks in a fast-paced environment
• Professional communicator, both written and verbal
• Comfortable using CRM systems and Microsoft Office
• Team-focused with a proactive, can-do attitude
• Experience in financial or professional services (highly regarded)

What’s on Offer

• Supportive and collaborative team environment
• Exposure to the financial advice industry
• Varied role with ongoing training and development

If this role sounds like the right fit for you, we’d love to hear from you. Please apply via the link provided and take the next step in your career in Adviser Support.
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