Adviser Support

Adviser Support

10-3-25    North Island Other / Permanent

Join a Boutique Financial Planning firm in their Administration team assisting Advisers with their client portfolios. 

Your day to day in the role: 

• Generate Statements of Advice in timely manner.
• Review fact finds, need analysis as provided by advisers and prepare statement of advice for presentation to advisers. 
• Prepare discussion documents and review documents including product and market comparisons.
• Complete research needed to support recommendations being made.
• Gather further information and clarity on the recommendations being made from the Advisers and Insurers.
• Submit signed letters of authority to providers and obtain information for input into the CRM.
• Create file notes in CRM and ensure all documentation is filed in the system.
• Assist in the preparation and updating of compliance documents for Advisers. 

What the company will offer you: 

• Flexibility to WFH 
• Professional growth to future roles within the business down the tracks whether this many be team leading roles or financial adviser roles. 
• Full onboarding /training provided and financial support with further studies in the field. 

Contact Hayley Jordaan on 021 191 1101 to find out more about the role, or apply directly on the link provided.
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