Advisory Services Analyst

About the Role

The position plays a key role in developing, improving, and implementing processes and solutions that enhance the delivery, efficiency, and quality of our investment services. This includes assisting with the establishment of standards, specifications, and best practices across all Company investment products and services.

From time to time, you will also assist the Investment Advisory Manager with strategic initiatives, process improvement projects, and other ad hoc assignments as required.

While the role is advertised for Auckland, we are open to other locations.

About You

You are a motivated and detail oriented professional with a background in financial services with a passion for delivering high quality investment service support. Ideally you will have previous experience as a Financial Adviser or hold a New Zealand Certificate in Financial Services (Level 5), and you will be well versed in the Financial Markets Conduct Act 2013 and other relevant legislation and trends relating to financial advice.

You will be a confident self-starter that has confidence in building relationships, with a proactive approach to problem solving and process improvement.

Application DeadlineOctober 03, 2025DepartmentInvestment Advisory Employment TypePermanent - Full TimeLocationAuckland Head OfficeWorkplace typeOnsiteCompensation$85,000 - $110,000 / yearReporting ToBen Clausen

Key Responsibilities

• Review and research performance of investment products within client portfolios.
• Provide guidance on how to manage investment and operational risk effectively and advise on identified trends and implications to business performance and associated risks.
• Provide Operational Investment Risk and Compliance advice and guidance to the organisation.
• Maintain effective relationships with both internal and external stakeholders.
• Risk and compliance management reporting
• Keep abreast of industry’s trends and research market to ensure the group is at the forefront of operational risk and compliance management.

Skills, Knowledge & Expertise

• 4+ years experience in investment planning support or financial advisory services
• Proven ability to identify and implement process improvements that enhance efficiency and client outcomes
• Strong analytical skills and a proven ability to extract, read and interpret data, identify trends and communicate data driven insights to stakeholders
• Sound knowledge of investment products and services, taxation and the legislative and regulatory environment
• Previous experience with managing key stakeholder relationships, both internal and external, as well as across various levels
• Familiarity with investment platforms, wrap providers, portfolio reporting tools and business systems such as Microsoft Dynamics, Excel

Job Benefits

• Health and Life Insurance Cover*
• Discounts on company products – including free will!
• Discounts on products and services through commercial business partners

*eligibility criteria apply. Next Steps

Applications must include an up to date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you.

We will accept applications up until 3 October 2025, though we will commence phone screens and interviews as we see suitable candidates coming through.

 Please note that we will not be providing feedback on applications before the interview stage.

Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.

About Perpetual Guardian

Perpetual Guardian Group is the largest non-Government philanthropic entity in Aotearoa and the leading provider of fiduciary services in New Zealand. Through the provision of expert trust, asset planning and investment management across generations of New Zealanders, we've become leaders in the industry and, most importantly, trusted partners with our clients.

We are specialists in providing Wills, Trusts and Enduring Powers of Attorney.  We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.