Senior Paraplanner


  • Support the delivery of first class Private Wealth advice
  • Work Collaboratively with Frontline to manage workflow requirements in line with business standards 
  • Opportunity for a paraplanning specialist to join a dynamic team

 
About The Role
Role Location: Melbourne, Sydney or Brisbane
Role Type: Permanent, Full-time 
 
As a Senior Paraplanner, you will provide and support the business with the efficient delivery of high quality compliant Advice documents. Your role within ANZ Private (Australia) is to enhance client experience in line with ANZ Private Strategy and differentiated client propositions.
 
You will actively contribute to different initiatives and continually improve the end-to-end customer experience and Paraplanning process. You will also provide excellent technical support to Frontline on advice matters in line with regulatory requirements.
 
About You
To grow and be successful in this role, you will ideally bring the following:

  • Proven experience in paraplanning with sound knowledge of the advice process. Strong financial planning background and proven knowledge of strategies and technical competencies.
  • Proven experience in Statement of Advice preparation particularly in relation to complex strategies. Experience utilising multiple entities including SMSF’s, Trust and Corporate Structures.
  • Proficiency in using Coin (or similar) Financial Planning software, Word and Excel.
  • Outstanding written and verbal communication skills.
  • Strong Customer and results focus with strong attention to detail. Outstanding Analytical skill, can work under pressure and manage multiple activities in accordance with business requirements and timeline.
  • Tertiary/post graduate qualifications in business related discipline preferred. Completion of ADFS; ability to demonstrate up to date knowledge and willing to undertake further education if required.

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 inherent needs and 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.
 
 
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 AUS092887
#G4.4


  • Support the delivery of first class Private Wealth advice
  • Work Collaboratively with Frontline to manage workflow requirements in line with business standards 
  • Opportunity for a paraplanning specialist to join a dynamic team

 
About The Role
Role Location: Melbourne, Sydney or Brisbane
Role Type: Permanent, Full-time 
 
As a Senior Paraplanner, you will provide and support the business with the efficient delivery of high quality compliant Advice documents. Your role within ANZ Private (Australia) is to enhance client experience in line with ANZ Private Strategy and differentiated client propositions.
 
You will actively contribute to different initiatives and continually improve the end-to-end customer experience and Paraplanning process. You will also provide excellent technical support to Frontline on advice matters in line with regulatory requirements.
 
About You
To grow and be successful in this role, you will ideally bring the following:

  • Proven experience in paraplanning with sound knowledge of the advice process. Strong financial planning background and proven knowledge of strategies and technical competencies.
  • Proven experience in Statement of Advice preparation particularly in relation to complex strategies. Experience utilising multiple entities including SMSF’s, Trust and Corporate Structures.
  • Proficiency in using Coin (or similar) Financial Planning software, Word and Excel.
  • Outstanding written and verbal communication skills.
  • Strong Customer and results focus with strong attention to detail. Outstanding Analytical skill, can work under pressure and manage multiple activities in accordance with business requirements and timeline.
  • Tertiary/post graduate qualifications in business related discipline preferred. Completion of ADFS; ability to demonstrate up to date knowledge and willing to undertake further education if required.

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 inherent needs and 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.
 
 
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 AUS092887
#G4.4

Are you viewing this job on LinkedIn? Click here to apply