Auckland Client Services Job Listings

Trademe

Financial Advisor Support Associate

Madison Recruitment is exclusively partnering with a well-established financial services provider to recruit an Advice Support Associate. This a newly created and pivotal role in their evolving business and is a pivotal opportunity for someone who enjoys working across training, compliance, and operational support to improve the way financial advice is delivered across the country. About the Opportunity This is a rare chance to step into a broad, meaningful role where you'll help drive change in how quality financial advice is delivered across Aotearoa. With a 30-year history and a strong traditional model, the business is now growing into the digital space – offering clients more flexibility and control over how they access financial advice. As Advice Support Associate, you’ll support both sides of the business: helping long-serving advisers adapt to updated processes, while embedding scalable systems, training, and compliance frameworks to support future growth. You’ll work closely with the operations and adviser teams across the country – providing training, checking advice files, rolling out new tools, and helping make the advice experience better for both clients and advisers. Key Responsibilities - Conduct regular reviews of client advice files for quality and compliance - Provide structured feedback and support to advisers and nominated representatives - Maintain up-to-date advice templates, processes, and registers - Assist with onboarding, coaching, and ongoing development of advisers - Design and deliver training and development plans across the adviser group - Help embed scalable client service processes and technology tools - Act as a link between advice, client care, and operations teams - Support projects focused on improving adviser and client outcomes - Report regularly to the Operations Manager with insights and trends - Contribute to continuous improvement of advice delivery across the business What we’re looking for: - Minimum 5 years’ experience in the financial advice industry - Level 5 Certificate in Financial Services (or currently completing it) - Strong knowledge of compliance requirements and advice processes - Experience training, coaching, or supporting advisers or advice teams - Excellent verbal and written communication skills - Comfortable working with digital advice tools, CRMs, and templates - High attention to detail, strong organisational skills, and a solutions-focused mindset - Confident engaging with a wide range of personalities and seniority levels - Ability to work independently and take initiative without needing micromanagement What’s in it for you? - Flexible hours and work-from-home options - An opportunity to shape and grow with a business that’s investing in innovation - Supportive, down-to-earth team culture - Career development opportunities into advice, compliance, or leadership If you’re experienced in the financial advice space and ready to influence meaningful change, click apply now!

North Shore, Hauraki, Auckland, New Zealand

Negotiable Salary