Relationship Specialist

Relationship Specialist

28-5-26    Auckland / Permanent

Join a growing financial planning firm and play a key role supporting advisers and delivering a seamless client experience across Life Insurance, Investments, and Mortgages.

The Role

• Support advisers in managing and growing client relationships
• Be a key contact for client queries and ongoing communication
• Proactively engage clients to book reviews and follow up opportunities
• Coordinate meetings, prepare documents, and keep records up to date
• Liaise with providers to ensure smooth implementation of advice
• Maintain CRM accuracy and meet compliance requirements

About You

• Strong communicator who builds rapport easily
• Highly organised with great attention to detail
• Thrives in a fast-paced, team environment
• Proactive, reliable, and client-focused

Experience

• Background in financial services, client services, or similar (preferred)
• Confident with CRM systems and Microsoft Office

What’s in it for you

• Competitive salary + KiwiSaver
• Supportive, high-performing team
• Ongoing training and development
• Exposure across insurance, lending, and investments
• Clear pathways for career progression within the business
• Flexible working options

If you're ready to grow your career and make a real impact supporting advisers and clients, apply now.
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