Adviser assistant and client support

Castle Trust Financial Planning Ltd; Richmond; On-site; NZD 55,000 - 70,000; Full time

Job summary

Castle Trust Financial Planning Ltd in Richmond, South Island, seeks a diligent support professional to work alongside two Financial Advisers in the insurance and KiwiSaver space, handling onboarding, documentation, and liaison with underwriters.

You will prepare recommendations and quotes, manage the CRM, complete health questionnaires with clients, assist with AML duties, and help with KiwiSaver/investment onboarding. This role emphasizes client-centric service and compliance.

Qualifications

• High attention to detail in all work.
• Proactive attitude and anticipating needs.
• Strong admin and organisational skills.
• Discretion and professionalism with client information.
• Comfort with technology and CRM systems.
• Genuine interest in helping people improve financial futures.
• A clean criminal conviction check and excellent references are required.

Responsibilities

• Prepare recommendations, advice documents and quotes.
• Update and manage the CRM system.
• Complete insurance health and lifestyle questionnaires with clients.
• Support underwriting processes and liaise with providers.
• Assist with KiwiSaver and investment onboarding, including AML duties.
• Prepare agendas and materials for client meetings.
• Help prepare annual review documents.
• Manage adviser diaries to keep client appointments on schedule.
• Ensure processes and documentation meet compliance standards.
• Support advisers to stay client-focused.

Skills

Attention to detail

Proactive

Admin and organisational skills

Discretion and professionalism

CRM systems experience

Client-focused approach

Education

Level 5 certificate in insurance/financial services (bonus)

Tools

CRM software

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Castle Trust Financial Planning Ltd - Richmond, South Island

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.

Key responsibilities

• 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

About you

• 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

About us

We're a locally owned and operated team of well-established financial planners with over 100 years of combined industry experience. 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.

Working Conditions

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 and/or open to create a job-sharing role.