Business Manager & Advisor Support

PeopleNZ Limited; Lower Hutt; On-site; NZD 90,000 - 130,000; Full time

Job summary

PeopleNZ Limited is seeking a capable Business Manager & Advisor Support to become the operational backbone of a boutique wealth advisory practice in Petone. You will refine a well-established client portfolio, bring structure across operations, reporting, and client service, and partner with senior advisors to shape the business trajectory.

This role blends operations, planning, reporting, and client support, offering ownership, variety, and long‑term growth within a supportive, professional

Qualifications

• Highly organized and reliable, with experience supporting executives or advisors.
• Ability to prioritise, plan, and execute across multiple functions.
• Comfortable working with CRM, reporting tools, and spreadsheets.

Responsibilities

• Managing advisor diary, priorities, and schedule to maximise productivity.
• Oversee day-to-day operations, systems, and processes for the practice.
• Lead business improvement initiatives and track key projects.
• Own reporting across sales, pipeline, FUM growth, and performance.
• Provide client delivery support and act as operational heartbeat of the business.

Skills

Highly organized

Prioritise & plan

Cross-functional

Tech-capable

Calm, practical

Tools

CRM systems

Reporting tools

Spreadsheets

Job description

Jora New Zealand will close on 16th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

We are a boutique, growth-focused wealth advisory firm located in Petone entering an exciting transition phase, with second-generation leadership driving expansion and long-term succession planning.

We are seeking a highly capable Business Manager & Advisor Support to become the operational backbone of the business. This is a pivotal role supporting the advisors, to refine a well established client portfolio, while bringing structure, discipline, and clarity across operations, reporting, and client service.

We are a boutique, growth-focused wealth advisory firm located in Petone entering an exciting transition phase, with second-generation leadership driving expansion and long-term succession planning.

We are seeking a highly capable Business Manager & Advisor Support to become the operational backbone of the business. This is a pivotal role supporting the advisors, to refine a well established client portfolio, while bringing structure, discipline, and clarity across operations, reporting, and client service.

Why this could be a great move for you

Be a true right-handed partner

Work closely with a respected Senior Advisor and play a meaningful role in helping shape the next phase and success of the business.

Enjoy variety and ownership

This role blends operations, planning, reporting, problem-solving and client support.

Make a genuine impact

Your judgment, initiative and ideas will matter. This is a role where you can improve the business, not simply support it.

Key Responsibilities
1. Advisor Support & Executive Coordination

• Proactively manage the advisor’s diary, priorities, and workflow

• Coordinate client meetings, follow-ups, and key deliverables

• Act as a gatekeeper and organiser to maximise advisor productivity

• Ensure nothing falls through the cracks

2. Business Operations & Office Management

• Oversee day-to-day operations of the practice

• Implement and maintain efficient systems and processes

• Drive organisation, structure, and accountability across the business

• Take ownership of “getting things done” across multiple moving parts

3. Business Improvement & Execution

• Work alongside the advisors to implement business improvement initiatives

• Help prioritise, track, and deliver key projects

• Bring practical thinking and real-world experience to improve how the business operates

• Act as a sounding board for ideas and execution plans

4. Reporting & Performance Tracking

• Manage and produce reporting across:

  • Sales activity

  • Client pipeline

  • FUM growth

  • Business performance metrics

• Ideally support financial tracking (revenue, costs, basic financial insights)

• Turn data into clear, simple insights that support decision-making

5. Client & Team Support

• Provide backup support to the Client Relationship Manager when required

• Maintain a high standard of client experience and communication

• Ensure consistency and professionalism across all client touch-points

What you'll enjoy

• A meaningful role

• Working closely with an ambitious business owner

• Variety, challenge and stimulating work

• A supportive, down-to-earth and professional culture

• Flexibility and balanced working environment

• Opportunity to help shape the next phase of the business

• Long-term growth potential for the right person

Ideal Candidate Profile

This role suits someone who has “been there before”.

• Highly organised, detail-oriented, and reliable - ideally in an EA role

• Strong ability to prioritise, plan, and execute

• Comfortable working across multiple functions (operations, admin, reporting, client support)

• Tech-capable (CRM systems, reporting tools, spreadsheets)

• Financially aware (can understand and track business performance)

• Calm, practical, and solutions-focused

• Naturally takes ownership rather than waiting for direction

What you’ll be doing:

• Managing the advisor’s diary workflow, priorities, and schedule

• Keeping the business organised, efficient, and on track

• Driving key business improvement initiatives

• Owning reporting across sales, pipeline, and performance

• Supporting client delivery and stepping in where needed

• Acting as the operational heartbeat of the business

What we’re looking for:

• Real-world experience (not just theory)

• Strong organisational and multitasking ability

• Confidence working across operations, reporting, and client support

• A calm, practical, “get it done” attitude

• Someone local who wants to be part of a long‑term journey

• Previous experience in the wealth advisory / financial services industry, OR Experience in a legal practice or professional services environment

This ensures you understand:

• Client confidentiality and professionalism

• Structured processes and compliance environments

• High-value client relationship expectations

• The pace and discipline required in advisory-led businesses

Why this role matters:

You won’t be just another employee.

You’ll be the person who:

• Frees up the advisors to grow the business

• Brings structure to a fast-moving environment

• Helps shape how the business operates going forward

Next Steps

PeopleNZ are representing Lyford Investment Management in their recruitment process.

Please send us in total confidence:

• Your CV

• A brief cover letter telling us:

  • Why this opportunity interests you

  • A short summary of relevant experience you feel would make you a strong fit