Paraplanner, Melbourne CBD


Reference #
Closing Date

Banking & Financial Services

Vacancy Type
Work type
  • Support the delivery of first class Private Wealth advice
  • Highly Collaboratively role providing support to Frontline
  • Opportunity for a paraplanning specialist to join a dynamic team
About The Role
Role Location: Melbourne CBD
Role Type: Permanent, Full-time 

As a Paraplanner, you will provide and support the business with the efficient delivery of high quality compliant Advice documents. Your role within ANZ Private (Australia) is to enhance client experience in line with ANZ Private strategy and differentiated client propositions.

About You

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

  • Relevant paraplanning experience with good knowledge of the advice process
  • Strong financial planning background and proven knowledge of technical competencies.
  • Proficiency in using Coin (or similar) Financial Planning software, Word and Excel.
  • Outstanding written and verbal communication skills.
  • Attention to detail and strong analytical skills.
  • Ability to work under pressure and manage multiple activities in accordance with business requirements and timelines.
  • Experience in Statement of Advice preparation and understanding of advice strategies.
  • Completion of Diploma of Financial Services (Financial Planning); ability to demonstrate up to date knowledge and willing to undertake further education if required.
About ANZ

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 inherent needs and 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 You may apply for this role by visiting ANZ Careers and search for reference number CIT003335.


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