Expressions of Interest - Paraplanner, Sydney Expressions of Interest - Paraplanner, Sydney …

in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Expressions of Interest - Paraplanner, Sydney
  • Be part of ANZ Financial Planning
  • Opportunity for a paraplanning specialist within a dynamic team
  • Have access to unlimited career pathways
About The Role
Role Location: 242 Pitt Street, Sydney NSW 2000
Role Type: Permanent, Full-time
Note: Since this is an EOI advertisement, there might be some delays in our communication. Kindly keep your lines open to receive updates from our Recruiters.

ANZ's Financial Planning team consists of over 300 Financial Planners who provide advice face-to-face and over the phone. We are a very enthusiastic group of individuals who are skilled at listening to customers' specific needs and are able to develop easy to understand advice that is tailored to achieving our customers' financial goals. Our main priority is to involve our customers every step of the way!

As a Paraplanner, you will be a specialist responsible for producing compliant, high quality Statements of Advice (SoAs) for ANZFP advisers.

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.

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 You may apply for this role by visiting ANZ Careers and search for reference number CIT003311.