Business Manager & Advisor Support

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.

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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.

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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

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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

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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

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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

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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

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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

Please reframe from sending a totally AI-generated CV.

We'd love to hear from exceptional people who can help take this business to the next level.

Please note:
This role has been previously advertised. If you responded and were unsuccessful, please refrain from applying again.