Paraplanner

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We are currently looking for a Paraplanner to join our team in Sydney, CBD. Grab this opportunity with ANZ!

Summary about this job

Financial Planning

Company: ANZ

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-8-8075-2601

Fax: +61-8-7280-4665

E-mail: n\a

Site:

Detail information about job Paraplanner. Terms and conditions vacancy

  • Be part of ANZ Wealth Australia Division
  • Have access to unlimited career pathways
  • Opportunity for a paraplanning specialist for a dynamic team
  • Be part of ANZ Wealth Australia Division
  • Have access to unlimited career pathways
  • Opportunity for a paraplanning specialist for a dynamic team 

About The Role
Role Location: Level 12, 242 Pitt Street, Sydney
Role Type: Permanent, Full-time 
 
As a Paraplanner, you will act as a specialist who is primarily responsible for producing compliant, high quality Statements of Advice (SoAs) for ANZFP advisers.  In doing this, paraplanning support also includes assistance to advisers in preparation of all advice documentation, relevant software education, product research and consultation on strategy options.
 
About You

To grow and be successful in this role, you will ideally bring the following: 

  • Relevant paraplanning experience
  • Proficiency in COIN, Word, and Excel
  • Strong Customer and results focus with strong attention to detail
  • Advanced Diploma in Financial Planning
  • Excellent written and communication skills 
About ANZ
At ANZ, everything we do boils down to ‘why’ – our purpose – to shape a world where people and communities thrive. We're just as focused on seeing our people thrive as well as our customers. We'll give you every opportunity to develop your career.
 
We are responding faster to changing customer requirements, focusing on the things that matter the most, energising our people, eliminating waste and reducing bureaucracy.
 
A happy workplace is a thriving one. So in order to attract and keep the best talent, and say thanks for the hard work, we make sure all our employees are rewarded.
 
At ANZ we aim to create an inclusive environment where employee differences such as gender, age, culture, disability, sexual orientation, family and caring responsibilities and religion are valued.
 
We work flexibly at ANZ. Talk to us and let us know how this role can be flexible for you.
 
To find out more about working at ANZ or to view other opportunities visit www.anz.com/careers. You may apply for this role by visiting ANZ Careers and search for reference number Taleo Job Code (AUS085484).
 
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