Financial Planner - Box Hill


  • Be part of a customer focused environment providing quality advice, values and compliance
  • Use new age advice tools and technology to better enable relationships with clients
  • Work close to home with a team that values collaboration and innovation

About The Role
Role Location: Box Hill  
Role Type: Permanent Full Time role
 
As a Financial Planner, you will be responsible for building the ANZ Financial Planning business by developing productive relationships with customers and offering advice, products and services to meet their needs. This can be achieved by providing advice on investment and risk products to customers that are either through your own networks or from ANZ’s branch referral network. Working in a collaborative team environment, you will have access to mentoring and professional development. You will also be supported by qualified support staff and paraplanners.
 
About You
To grow and be successful in this role, you will ideally bring the following:

  • Previous experience in producing financial plans and dispensing advice for a variety of client needs using a customer centric approach
  • Sound technical knowledge enabling the best outcomes for customers
  • Ability to network, use initiative and work autonomously 
  • Tech savvy with high-level communication skills, verbal and written. Mandarin speaking capabilities is a plus
  • Excellent personal organisation and time management skills, with the ability to prioritise tasks and meet deadlines
  • RG 146 compliant for providing personal advice. Professional designation CFP and fully completed CA/CPA/CFA

Educational requirements  

  • Completion of Diploma in Financial Planning
  • RG 146 compliant for providing personal advice.
  • Relevant Degree or Graduate Diploma of Financial Planning
  • Professional Designation – CFP (min. CFP1 completed), FChFP (min. 1 & 2 completed), CA/CPA/CFA (fully completed)
  • Mandarin speaking capabilities highly desirable

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.
 
ANZ recognises the value of an inclusive and diverse work environment. We take pride in the diversity of our people and encourage applications from diverse candidates. Our recruitment decisions are based on the key needs inherent requirements of each role, and candidates are selected based on their unique strengths and characteristics.
 
 
We work flexibly at ANZ. Talk to us and let us know how this role can be flexible for you.
 
For more information about this opportunity please contact your Recruiter:
Recruiter: Brian Padua
Email:  BrianRafael.Padua@anz.com

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