Paraplanner

Req ID: 92020
Department: NZ Personal Banking Private Bank
Division: New Zealand
Location: Auckland
Ko Mātou – About Us

Kia Hanga I Te Ao, E Ora Ai, E Tupu Ai, Te Tangata Me Te Kainga. At ANZ, we’re shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.

About the Role

The Paraplanner role is critical to making this happen. This will include the following responsibilities:

Prepare, produce, and ensure client financial and investment plans are appropriate for the client’s needs and in line with the agreed guidelines
Provide support to the Private Bank front line staff, ensuring that financial plans and investment strategies are of high quality and meeting the complex needs of clients and comply with agreed policies and procedures
Work with the manager, co-Paraplanners, and Advisers to manage the writing of financial plans to meet client needs
Assist and maintain in the development of templates and processes to ensure a robust operating environment to ensure proper information management
Collate information, prepare reports and presentations as requested
Recommend improvements to processes and take action as agreed

Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.

Role Type: Permanent / Full-time
Role Location: Auckland | Tāmaki Makaurau

Ōu Pūkenga? - What will you bring?

To grow and be successful in the role, you will ideally bring the following:

Ability to understand and interpret data collected by third party advisers to make recommendations for clients balancing risk and client goals
Strong ability to write clear and concise technical proposals with facts, data and pragmatic use of narrative to effectively communicate recommendations
Excellent Judgement to determine that the quality of the client information gathered is consistent with the client's goals and objectives
Ability to adapt quickly, work under pressure, and manage multiple activities in accordance with delivery requirements and timelines
Ability to build strong relationships and stakeholder management across the business
Initiative to discuss, debate, and provide direction to assist advisers
Strong Communication skills
Advantageous to have completed (or studying towards the completion of) a Graduate Diploma in Business Studies with a Personal Financial Planning endorsement, Certificate in Financial Planning or equivalent

You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.

He aha te take e uru ai koe ki a mātou? - So, why join us?

From the moment you join ANZ, you'll be part of a work whānau striving towards a common purpose: shaping a world where communities thrive.

But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and community you need to take the next big step in your career.

We're a diverse community at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to wellbeing services and discounts on selected products and services from ANZ and more.

At ANZ you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of Aotearoa New Zealand's communities and this is one of the reasons that has inspired us to develop a multi-year Te Ao Māori Strategy called Tākiri-Ā-Rangi. This includes increasing representation of Māori and Pasifika people at ANZ. Join us and get involved in one of our affinity networks which help us to better understand and meet the needs and interests of our increasingly diverse workforce.

Kua wātea te katoa ki te tono. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with an access requirement or disability, let us know how we can provide you with additional support.

/.You can apply for this role by visiting ANZ Careers and searching for reference number 92020.

Te Rā Ōtinga - Job Posting End Date

04/06/2025 , 11.59pm, (Melbourne Australia)