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 or insurance industry
- Strong knowledge of compliance requirements and advice processes
- Experience training, coaching, or supporting advisers or advice teams
- Level 5 Certificate in Financial Services (would be beneficial but not required)
- 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 or insurance industry and ready to influence meaningful change, click apply now!
