Work with a team that values collaboration and innovation
Join an organisation that prides itself on diversity of people and thought
Centrally located with travel to Modbury weekly
About The Role As a Financial Planning Support Officer, you will be responsible for dedicated support working alongside a senior Financial Planner as apart of the high performance model. You will assist the financial planner by delivering the administration components of the Advice Process for Prime Access customers (ongoing Fee for Service agreement) and new business customers, including client contact, assisting in lodgment and follow up of new business and ensuring commitments for service levels are met.
You will be apart of a centralised hub of financial planning support officers, offering a team environment and associated support network and the ability to grow and develop as you work alongside an experienced team.
About you To be successful in this role, you will ideally bring the following:
At least 2 modules completed of the Diploma of Financial Planning and willingness to complete the Advanced Diploma of Financial Services
Previous experience in a financial planning support role or previous Paraplanning experience
Excellent personal organisation and time management skills, with the ability to coordinate workflow via COIN workflow management
Understanding of the financial services industry, financial services products and the end to end advice process
COIN Financial Planning software or other financial planning software knowledge
Effective problem solving skills, use of initiative, PC literacy skills, verbal and written communication
About ANZ ANZ is a leading regional bank with representation in 34 markets spreading across Australia, New Zealand, Asia Pacific, Middle East, Europe and America. As we continue our journey to build our global business and support our customers, we're committed to attracting and retaining the best talent. We've made it our business to be an organisation where people strive and are rewarded for excellence.
We're exploring new and better ways to progress the business with energy and enthusiasm. Backed by a proud and established heritage, we're focusing on building a bank that our customers love. Connected by integrity and clarity of strategy, there is a real sense of excitement about the future.
If you believe you've got the skills and drive to help contribute to ANZ's success, join us and help build a regional bank.
We connect you to a world of opportunities.
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 about how this role could be flexible for you.
When you join ANZ, you'll join a connected community offering a world of opportunities to help you grow your career. Who knows where you might end up? Hear from our staff about their career journey with ANZ: https://www.youtube.com/watch?v=nyUCE1xOvzE
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 AUS073140.