Paraplanner


  • Showcase your technical writing skills by providing clear and concise investment proposals and recommendations
  • Improve the quality of advice provided to consumers and protect our brand and reputation in the market
  • Excellent career development opportunity

About The Role
In this role, you would have the opportunity to:

  • 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 Senior, 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

Role Location: Auckland Central
Role Type: 6-month fixed-term, full-time opportunity

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

  • 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
  • Judge whether 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
  • Build strong relationships and stakeholder management across the business
  • Initiative to discuss, debate, and provide direction to assist advisers
  • Strong Communication skills
  • 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

About ANZ
Our purpose is to shape a world where people and communities thrive. That’s why we strive to create a balanced, sustainable economy in which everyone can take part and build a better life. By helping people make the most of what they have, we transform ideas, hard work and ambition into reality.

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.

The ANZ values are the foundation of how we work and support our customers.

Integrity – We are honest and fair
Collaboration – We work together for the customer
Accountability – We take ownership and get things done
Respect – We care for all those we serve
Excellence – We challenge ourselves to be better

We work flexibly at ANZ. Talk to us about how this role could be flexible for you.

ANZ recognises the importance of flexible working, watch our Global Stories to see how ANZ aims to meet the needs of our customers and to attract and retain the best people in a changing world https://www.youtube.com/watch?v=y9h7oktSut0        


To find out more about working at ANZ or to view other opportunities visit http://www.anz.co.nz/careers

You may apply for this role by visiting ANZ Careers and search for the reference number NEW038179.


  • Showcase your technical writing skills by providing clear and concise investment proposals and recommendations
  • Improve the quality of advice provided to consumers and protect our brand and reputation in the market
  • Excellent career development opportunity

About The Role
In this role, you would have the opportunity to:

  • 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 Senior, 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

Role Location: Auckland Central
Role Type: 6-month fixed-term, full-time opportunity

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

  • 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
  • Judge whether 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
  • Build strong relationships and stakeholder management across the business
  • Initiative to discuss, debate, and provide direction to assist advisers
  • Strong Communication skills
  • 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

About ANZ
Our purpose is to shape a world where people and communities thrive. That’s why we strive to create a balanced, sustainable economy in which everyone can take part and build a better life. By helping people make the most of what they have, we transform ideas, hard work and ambition into reality.

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.

The ANZ values are the foundation of how we work and support our customers.

Integrity – We are honest and fair
Collaboration – We work together for the customer
Accountability – We take ownership and get things done
Respect – We care for all those we serve
Excellence – We challenge ourselves to be better

We work flexibly at ANZ. Talk to us about how this role could be flexible for you.

ANZ recognises the importance of flexible working, watch our Global Stories to see how ANZ aims to meet the needs of our customers and to attract and retain the best people in a changing world https://www.youtube.com/watch?v=y9h7oktSut0        


To find out more about working at ANZ or to view other opportunities visit http://www.anz.co.nz/careers

You may apply for this role by visiting ANZ Careers and search for the reference number NEW038179.

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