New Vacancy: Financial Wellbeing Specialist

About the role

The Financial Wellbeing Specialist supports the maintenance of up-to-date knowledge of research, trends, and issues (both in New Zealand and globally) in financial literacy, financial capability, and financial wellbeing, to inform Te Ara Ahunga Ora and its stakeholders as to what drives good financial wellbeing outcomes.

The Financial Wellbeing Specialist will provide guidance on financial wellbeing to business areas within our organisation and support the Research Lead to develop high quality evidence-based research and guidance on financial literacy, financial capability, and financial wellbeing that can be practically applied.

The Financial Wellbeing Specialist will maintain strong working relationships with relevant internal and external stakeholders, including behavioural science experts, the OECD, financial wellbeing academics and practitioners.

About Te Ara Ahunga Ora Retirement Commission

The team at Te Ara Ahunga Ora Retirement Commission is on a mission to achieve a better retirement for all. We want to support people to plan from an early age so they can enjoy a better retirement. You might know us for our award-winning website, but there's much more to us than that.

We focus on three areas: Retirement Income, Retirement Villages and Financial Wellbeing. Together with a range of partners we help build financial wellbeing and contribute to a better understanding of what retirement means in the 21st century. We lead the National Strategy for Financial Capability, which brings together leading financial institutions, government agencies, iwi and community partners to improve financial capability, with a focus on priority audiences – women, Māori and Pacific peoples.

Why you’ll love working for Te Ara Ahunga Ora Retirement Commission

At Te Ara Ahunga Ora, we strive to create an inclusive and purpose-driven culture, where you can leave work each day feeling like you’ve made a real difference. Our team is made up of individuals from a variety of backgrounds who share a common passion for making a positive impact in our community.

We prioritise work-life balance and offer a range of benefits to support the wellbeing of our team, including 5 weeks annual leave, hybrid working and parental leave benefits. We’re committed to supporting your development, with training and career growth opportunities available for all employees.

What you’ll bring to the role:

We are seeking applicants with the following key skills and experience:

  • Degree qualified, finance discipline preferred
  • Strong knowledge of financial wellbeing analysis/research and its practical application
  • Strong knowledge of behavioural finance/ behavioural economics
  • At least three years’ experience in a financial sector role preferred
  • Experience in collating research and a good understanding of the various research techniques in the financial wellbeing field, and how these translate into practice
  • Highly articulate, with advanced written (including extensive report writing) and oral communication skills
  • A demonstrated ability to communicate complex concepts to varied audiences
  • Proactive and collaborative approach managing internal and external relationships
  • Outstanding cross functional collaboration skills
  • Strong analytical and problem-solving ability with excellent attention to detail
  • Proven ability to meet deadlines and demonstrates composure under pressure

Our Employee Benefits

  • 5 weeks annual leave
  • 6% KiwiSaver employer contributions
  • Parental leave benefits such as paid parental leave, paid partners leave and KiwiSaver paid while on parental leave
  • Hybrid working: we work from home 2 days each week.
  • Annual professional development allowance and training opportunities
  • A people-centric culture focused on wellness, teamwork, and diversity

Application and Closing Date

Please submit a resume and cover letter.

All applications must be submitted by midnight Sunday 21st May 2023.