Business Manager

PeopleNZ Limited; Mount Maunganui; On-site; NZD 100,000 - 130,000; Full time

Job summary

Compound Wealth, based in Mount Maunganui, invites an experienced Business Manager to run the office and day-to-day operations, working closely with the Owner/Senior Advisor and Associate Advisor.

You’ll own the operational backbone, manage appointments and client communications, and oversee onboarding, reviews, CRM, payroll, budgets and cash flow forecasting. A proactive, client-focused professional with NZ financial services exposure is ideal.

Qualifications

• Experience across office management, operations and business administration.
• Confidence with Xero, payroll, budgets and cash flow forecasting.
• Experience managing or improving a CRM and business processes.
• Clear communication and a warm, professional approach to clients.
• Sound judgement and discretion with confidential information.
• An interest in using AI to streamline business processes.
• Knowledge of New Zealand’s financial advice environment and experience with Consilium Wrap would be valuable.

Responsibilities

• Office management and advisor support: Coordinate appointments, client communications and the Owner/Senior Advisor’s calendar.
• Client onboarding and reviews: Build and run onboarding and review processes, prepare review packs and coordinate follow-up.
• Systems and records: Manage the CRM, filing systems and business software, keeping information current and accessible.
• Financial administration: Run payroll, prepare budgets and forecasts, and maintain the business cash flow forecast.
• Business improvement: Document processes and implement improvements that save time and strengthen service.
• People and marketing support: Assist with recruitment and staff onboarding, and support the website, organic marketing and client events until dedicated marketing support is appointed.

Skills

Office management

Operations

Business administration

Payroll

Budgets

Cash flow forecasting

CRM management

Xero

Staff onboarding

Recruitment support

Tools

Xero

CRM software

Payroll software

Job description

Compound Wealth is seeking an experienced, hands-on Business Manager to work closely with the Owner/Senior Advisor and Associate Advisor.

Founded in 2017 and based in Mount Maunganui, Compound Wealth provides investment and retirement advice to retirees and people approaching retirement. The firm advises on more than $170 million of funds under advice and operates as a Partner Firm of Consilium.

Combining office, operations and business management, this is an opportunity to make a visible contribution to the firm’s next stage of growth.

Why this could be a great move for you

You will have variety, responsibility and the opportunity to put your ideas into practice, working directly with the owner in a small team.

Your contribution will give the advisors more time to focus on clients and growth. Both advisors already use AI tools and welcome practical uses of technology to improve everyday work.

About the Role

You’ll take ownership of the operational backbone of Compound Wealth, keeping the office, systems and day-to-day business running smoothly.

Your responsibilities will include:

Office management and advisor support: Coordinate appointments, client communications and the Owner/Senior Advisor’s calendar.

Client onboarding and reviews: Build and run consistent onboarding and review processes, prepare review packs and coordinate follow-up.

Systems and records: Manage the CRM, filing systems and business software, keeping information current and accessible.

Financial administration: Run payroll, prepare budgets and forecasts, and maintain the business cash flow forecast.

Business improvement: Document processes and implement improvements that save time and strengthen service.

People and marketing support: Assist with recruitment and staff onboarding, and support the website, organic marketing and client events until dedicated marketing support is appointed.

Ideal Candidate

You will be a capable all-rounder with a professional attitude and a proven track record of bringing structure, attention to detail and accuracy to your work. You can manage multiple tasks and initiatives, set clear priorities and follow through to completion.

You enjoy both organising and doing the work, balancing routine responsibilities with improvements to the wider business.

Ideally, you have a background in wealth advisory or financial services, with experience in a small, growing company and exposure to the corporate world. You bring the flexibility a small team needs alongside useful systems and disciplines from a larger organisation.

You will also bring:

Experience across office management, operations and business administration.

Confidence with Xero, payroll, budgets and cash flow forecasting.

Experience managing or improving a CRM and business processes.

Clear communication and a warm, professional approach to clients.

Sound judgement and discretion with confidential information.

An interest in using AI to streamline business processes.

Knowledge of New Zealand’s financial advice environment and experience with Consilium Wrap would be valuable.

Location & Remuneration

This is a full-time, office-based role in Mount Maunganui, starting in February 2027. Candidates already living locally are preferred.

The package includes:

$100,000–$130,000 salary, depending on experience.

4% employer KiwiSaver contribution on top of salary, where you contribute 4%.

An annual discretionary bonus, based on individual and business performance.

The talent campaign is being managed by PeopleNZ on behalf of Compound Wealth.

Unlock job insights

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Your application will include the following questions:

• Which of the following statements best describes your right to work in New Zealand?
• How many years' experience do you have as business manager?
• What's your expected annual base salary?
• How many years' experience do you have in the financial services industry?