Operations Lead for Wealth Advisory Practice

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 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.