Financial Planning Specialist

6 days ago


Wellington, Wellington, New Zealand Tribe Recruitment Full time

We are seeking a highly motivated Financial Planning Specialist to join our finance team.

About The Role
  • Develop and implement financial plans to achieve business objectives
  • Provide financial guidance to support business growth
  • Maintain accurate financial records and prepare reports as required

This is a fixed-term role (6 months parental leave cover) that requires someone who is passionate about delivering financial insights that drive strategic decision-making.

To succeed in this position, you will have a Chartered Accountant qualification with 3-5 years of experience in financial planning.

About You
  • Strong financial modeling skills
  • Excellent analytical skills
  • Ability to communicate complex ideas simply
Others

We welcome applications from candidates who are New Zealand citizens, residents, or hold a valid visa.



  • Wellington, Wellington, New Zealand People2People Full time

    **About People2People**We are a dynamic organization seeking an experienced Strategic Financial Planning Specialist to join our team.Your key responsibilities will include:Gaining Insight into Agency OperationsDeveloping an in-depth understanding of the agency's fiscal environment and costs drivers.Driving Decision Making through Data AnalysisCreating data...


  • Wellington, Wellington, New Zealand New Zealand Government Full time

    We are seeking an experienced Financial Planning Lead to join our team. As a key member of the Corporate group, you will play a critical role in shaping the financial future of education in New Zealand.The successful candidate will lead and manage people, plans, and resources to support the delivery of outcomes that align with the Ministry's purpose and...


  • Wellington, Wellington, New Zealand Ministry of Health New Zealand Full time

    Job Summary:We are seeking a highly skilled Finance Analyst to join our Polynesian Health Corridors (PHC) team. The successful candidate will play a crucial role in managing the finances, budgets, and risk processes for the PHC Programme.Key Responsibilities:Develop and maintain accurate and up-to-date financial reports and recordsMonitor and manage...


  • Wellington, Wellington, New Zealand Robert Walters New Zealand Full time

    A Financial Planning Director is sought by Robert Walters New Zealand in Wellington to provide strategic planning, budget bids, and business cases, aiming to enhance financial management capability.About the Job:The role involves serving as a finance expert, offering respected advice and guidance across the organisation, building relationships, and...


  • Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    Company OverviewWellington-Altus Financial Inc. is a leading investment dealer in Canada, with a strong presence across the country. Founded in 2017, the company has experienced rapid growth and expansion, establishing itself as one of Canada's Best Managed Companies.Our organization consists of various subsidiaries, including Wellington-Altus Private...


  • Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    Investment Regulation Specialist: We are seeking a highly skilled Investment Regulation Specialist to join our team at Wellington-Altus Financial Inc. As a key member of our Investment and Regulatory Strategy department, you will be responsible for ensuring compliance with regulatory requirements and overseeing the activities of Portfolio Managers.About Us:...


  • Wellington, Wellington, New Zealand JacksonStone & Partners Full time

    We are seeking a highly skilled Senior Finance Business Partner to join our team at JacksonStone & Partners.This role offers the opportunity to work strategically with senior management, supporting the business with financial planning and analysis.As a Senior Finance Business Partner, you will be responsible for influencing strategy and planning, modelling...


  • Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    About Our CompanyWellington-Altus Financial Inc. is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada's Best Managed Companies.The Job...


  • Wellington, Wellington, New Zealand Tangram Full time

    **Company Overview:**Tangram is a forward-thinking organization that empowers financial advisers to build thriving practices on their own terms.We offer a high-trust, high-reward environment that allows our professionals to take control of their time, income, and future.**Job Description:**We are seeking level 5 qualified financial advisers who are ready to...


  • Wellington, Wellington, New Zealand Fnz (Uk) Ltd Full time

    Overview:Fdn (Uk) Ltd is a rapidly growing global business that provides a wealth management platform that integrates modern technology with business and investment operations. They partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).About the Job:This role will be responsible for...


  • Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    OverviewWellington-Altus Financial Inc. is a leading investment dealer in Canada, with over $35 billion in assets under administration. The company operates offices across the country and identifies with successful advisors and portfolio managers.Our organization was founded in 2017 and has received recognition as one of Canada's Best Managed Companies. We...


  • Wellington, Wellington, New Zealand New Zealand Government Full time

    Financial Operations Specialist at New Zealand GovernmentWe are seeking a highly skilled Financial Operations Specialist to join our team in Wellington.The role is responsible for providing effective and efficient financial processing services, including accounts payable and accounts receivable functions. You will have experience in finance processes and...


  • Wellington, Wellington, New Zealand New Zealand Government Full time

    About the TeamYou will be joining a dynamic team within Te Pou Rangatopu | Corporate, supporting business groups across the Ministry by providing accurate, timely, and expert financial advice and information.As a member of the Financial Planning and Performance Team, you will contribute to delivering excellent financial outcomes and making a positive impact...


  • Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    Company Overview">Wellington-Altus Financial Inc. is a leading financial services company with a strong presence in Canada. Founded in 2017, the company has established itself as a top-rated investment dealer and one of Canada's Best Managed Companies.">The Opportunity">We are seeking a highly skilled and experienced Senior Marketing Strategist to join our...


  • Wellington, Wellington, New Zealand Kiwibank Full time

    Job RequirementsWe are seeking a Financial Markets Specialist with expertise in market risk, financial markets, or treasury roles. The successful candidate will have a strong background in financial modelling and programming skills, as well as experience in developing and maintaining market risk models, policies, and reporting frameworks.Key...


  • Wellington, Wellington, New Zealand New Zealand Government Full time

    **Job Description:**We are seeking a highly skilled Financial Data Specialist to join our team. In this role, you will be responsible for ensuring the integrity of our financial systems, including applications, models, and reporting tools.Your Key Responsibilities:Ensuring all finance system interfaces are operating effectivelyReconciling between Oracle ERP,...


  • Wellington, Wellington, New Zealand Tangram Full time

    As a Financial Control Specialist in our Enterprise Finance team, you'll play a key role in:Supporting Financial Controller and Business Partners in meeting all month-end reporting requirements including regulatory reporting.Providing accounting and reporting services to the business units, ensuring the delivery of accurate, insightful and up-to-date...


  • Wellington, Wellington, New Zealand Randstad Full time

    Job Description:We are seeking an experienced Financial Operations Specialist to join our team at Randstad New Zealand. As a key member of our finance department, you will be responsible for processing financial transactions accurately and efficiently while supporting key financial processes such as accounts payable, accounts receivable, reconciliations, and...


  • Wellington, Wellington, New Zealand Tangram Full time

    Job DescriptionTangram is seeking a highly skilled Financial Control Specialist to join our Enterprise Finance team. This role plays a key part in supporting the Financial Controller and Business Partners in meeting month-end reporting requirements, including regulatory reporting.Key Responsibilities:Providing accounting and reporting services to business...


  • Wellington, Wellington, New Zealand Robert Walters New Zealand Full time

    **Job Overview:**As a Finance Manager at Robert Walters New Zealand, you will be responsible for providing accurate and high-quality financial advice and reporting.You will work closely with the senior leadership team to drive financial strategy and operational decision-making across the organisation.Your role will involve leading end-to-end financial...