Senior Wealth Planner & Cashflow Modelling Analyst

PeopleNZ Limited; Lower Hutt; On-site; NZD 90,000 - 120,000; Full time

Job summary

PeopleNZ Limited is seeking a Senior Wealth Planning Analyst / Senior Paraplanner to join our boutique firm in Petone, Lower Hutt. You will help develop modelling, analysis and written financial plans underpinning client advice for high net worth individuals and business owners.

You will partner with an experienced adviser, deliver comprehensive cashflow and scenario analyses, and contribute to bespoke financial plans with precision and clarity. Local candidates preferred.

Qualifications

• Strong Excel and financial modelling skills.
• High-quality written reporting capability.
• Ability to analyse complex financial information.

Responsibilities

• Build cashflow forecasts, financial models and alternative client scenarios.
• Develop the technical content of complex, personalised financial plans.
• Analyse investments, assets, liabilities, retirement outcomes, risk and future financial requirements.
• Work closely with the Senior Adviser/Owner to ensure modelling supports the client's goals and risk tolerance.
• Review the accuracy and quality of work produced by a junior offshore paraplanner.

Skills

Excel

Financial modelling

Written English

Analytical thinking

Job description

PeopleNZ Limited is seeking a Senior Wealth Planning Analyst / Senior Paraplanner to join our boutique firm in Petone, Lower Hutt. You will help develop modelling, analysis and written financial plans underpinning client advice for high net worth individuals and business owners.

You will partner with an experienced adviser, deliver comprehensive cashflow and scenario analyses, and contribute to bespoke financial plans with precision and clarity. Local candidates preferred.