Office Manager

Financial Advice Hawke's Bay; Hawke's Bay; On-site; NZD 65,000 - 85,000; Full time

Job summary

Financial Advice Hawke's Bay is seeking an experienced Office Manager to join our Napier-based practice. You will be the operational backbone, coordinating administration, client service and compliance while supporting advisers and the Directors to keep workflows running smoothly.

The role spans office management, paraplanning support, client communications and continuous improvement, with a strong focus on detail, independence and delivering high standards for clients.

Qualifications

• Previous experience in practice management, office management, operations or senior administration.
• Strong organisational and workflow management capability.
• High attention to detail with excellent communication skills.
• Comfortable working independently and juggling multiple priorities.
• Experience in financial services or professional services is preferred.
• Familiarity with NZ financial advice regulations and obligations is a bonus.

Responsibilities

• Lead day-to-day operational administration of the practice.
• Coordinate workflow and task management.
• Manage adviser review schedules, client implementation processes and operational priorities.
• Monitor client service standards and turnaround times.
• Support continuous improvement of internal systems and processes as the business grows.
• Coordinate implementation of client recommendations.
• Assist with portfolio reporting, cashflow summaries and client review preparation.
• Liaise with custodians, investment platforms, product providers and fund managers.
• Support the Directors in maintaining FAP compliance obligations.
• Oversee CRM and practice management systems.

Skills

Office management

Workflow coordination

Attention to detail

Communication skills

Independent working

Tools

Xero

Job description

Financial Advice Hawke's Bay – Napier City, North Island

As Office Manager at Financial Advice Hawke's Bay, you will be the operational backbone of the business — working closely with our team to keep everything running seamlessly, efficiently and to the high standards our clients expect. This is a broad and genuinely rewarding role that spans office management, workflow coordination, paraplanning, client service, compliance administration and business support. No two days will look the same, and your contribution will be felt right across the practice.

Key responsibilities

• Lead day-to-day operational administration of the practice
• Coordinate workflow and task management
• Manage adviser review schedules, client implementation processes and operational priorities
• Monitor client service standards and turnaround times
• Support continuous improvement of internal systems and processes as the business grows
• Coordinate implementation of client recommendations
• Assist with portfolio reporting, cashflow summaries and client review preparation
• Liaise with custodians, investment platforms, product providers and fund managers
• Support the Directors in maintaining Financial Advice Provider (FAP) compliance obligations
• Oversee CRM and practice management systems

About you

• Previous experience in practice management, office management, operations or senior administration
• Strong organisational and workflow management capability
• High attention to detail with excellent communication skills
• Comfortable working independently and juggling multiple priorities
• Experience in financial advice, wealth management, accounting or professional services is preferred
• Familiarity with New Zealand financial advice regulations and FAP obligations is a bonus
• Experience supporting Statements of Advice, investment administration or paraplanning functions is highly regarded
• Experience with Xero
• Professional and genuinely client-focused
• Proactive, you spot a problem and fix it before anyone has to ask

About us

Financial Advice Hawke's Bay is one of the region's most established and trusted financial planning practices, built on a foundation of professional excellence and genuine client care. We have spent years helping individuals, families and businesses navigate their financial futures with confidence and clarity. Our team is committed to delivering advice of the highest standard and we are looking for exceptional people who share our values and want to be part of a practice that takes real pride in what it does.