Job Description
Castle Trust Financial Planning Ltd in Richmond, South Island, seeks a diligent support professional to work alongside two Financial Advisers in the insurance and KiwiSaver space, handling onboarding, documentation, and liaison with underwriters. You will prepare recommendations and quotes, manage the CRM, complete health questionnaires with clients, assist with AML duties, and help with KiwiSaver/investment onboarding. This role emphasizes client-centric service and compliance. #J-18808-Ljbffr
