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Senior Paraplanner [02/08/2010] |
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- Salaried Position
- Personal development opportunities
- Expanding wealth business
ANZ Financial Planning is a key area of ANZ's Wealth business. We provide a comprehensive range of financial advice and planning services covering investments, superannuation and insurance to assist our customers achieve their financial and lifestyle goals on a fee for service basis. Situated in a centralised para-planning unit you provide high quality and professional para-planning services to ANZ's retail financial planners. Your major responsibilities include advice document preparation, upholding quality and customer satisfaction whilst ensuring a high level of technical knowledge. The structure of this business will enable you to utilise your strategic and technical knowledge with the opportunity to complete complex and challenging advice documents. Personally you display a high level of interpersonal communication, attention to detail, ability to prioritise and commitment to working as a team member as well as independently. Academically you have completed, or made significant progress towards completing a recognised tertiary qualification in a business-related field such as Business, Commerce or Accounting. Ideally you will have completed RG146. Current para-planning experience is essential as is a high level of computer literacy in MS Word and Excel. Experience with COIN financial planning software will be highly regarded. Permanent Location: Australia South Australia - West Coast
Salary: [n/a] Date available: now Specialist Industry: Job Contact:: Contact Tel:: Interview Dates:: Closing Date:: Company: ANZ Bank Company Description: [n/a] Company Website: [n/a]
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05/16/2012