Provide valuable advice and empower customers to make the right decisions that will help them to achieve their short and long-term goals
Drive excellence in quality of advice, values and compliance
Work with a team that values collaboration and innovation
About The Role
Role Location: Bunbury, WA
Role Type: Permanent Full Time role
As a Financial Planner, you will be responsible for building the ANZ Financial Planning business by developing productive relationships with customers and offering advice, products and services to meet their needs. This can be achieved by providing advice on investment and risk products to customers that are either through your own networks or from ANZs branch referral network. Working in a collaborative team environment, you will have access to mentoring and professional development. You will also be supported by qualified support staff and paraplanners.
To grow and be successful in this role, you will ideally bring the following:
Completion of Diploma in Financial Planning
RG 146 compliant for providing personal advice
Relevant Degree or Graduate Diploma
Professional Designation CFP (min. CFP1 completed), FChFP (min. 1 & 2 completed), CA/CPA/CFA (fully completed)
Eligible to hold a Practicing Certificate under ANZs Australian Financial Services Licence
Previous experience in producing financial plans and dispensing advice for a variety of client needs according to the highest ethical standards
Sound technical knowledge enabling the best outcomes for customers
Ability to network, use initiative and work autonomously
High-level communication skills, both written and verbal
Excellent personal organisation and time management skills, with the ability to prioritise tasks and meet deadlines.
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 needs inherent 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 www.anz.com/careers.
You may apply for this role by visiting ANZ Careers and search for reference number AUS103128.