Financial Planning Support Officer - Expressions of Interest


Reference #
Closing Date

Banking & Financial Services

Vacancy Type
Work type
  • Ongoing professional development and career opportunities
  • Work with a team that values collaboration and innovation
  • Exciting opportunities in Parramatta, NSW
About The Role
This Financial Planning Support Officer is responsible for providing outstanding level of administration and internal customer service support to assigned Financial Planners maximizing their productivity and revenue outcomes, whilst observing prudent cost management. This can be done by performing administrative tasks and confirming appointments. They are responsible for ensuring the ongoing review service obligations are met at all times and implementation of ongoing business and new business is completed in a timely and compliant manner.
About You
To be successful in this role, you will ideally bring the following:
  • Completion of Diploma of Financial Services and willingness to complete the Advanced Diploma of Financial Services
  • Previous experience in a financial planning support role or in financial services environment.
  • Ideally have worked in a centralised team and have knowledge of workflows
  • Be process driven and have demonstrated ability to multi task
  • Have customer centric approach in all tasks undertaken
  • Be a team player and have demonstrated ability to work independently without supervision.
  • Is adaptable and able to incorporate change as part of the daily routine
  • Excellent organisation and time management skills to meet deadlines
  • Good understanding of the end to end advice process
  • COIN Financial Planning software knowledge preferred
About ANZ
ANZ is a leading regional bank with representation in 34 markets spreading across Australia, New Zealand, Asia Pacific, Middle East, Europe and America. As we continue our journey to build our global business and support our customers, we’re committed to attracting and retaining the best talent. We’ve made it our business to be an organisation where people strive and are rewarded for excellence.
We’re exploring new and better ways to progress the business with energy and enthusiasm. Backed by a proud and established heritage, we’re focusing on building a bank that our customers love. Connected by integrity and clarity of strategy, there is a real sense of excitement about the future.
If you believe you’ve got the skills and drive to help contribute to ANZ’s success, join us and help build a regional bank.
We connect you to a world of opportunities.
At ANZ we aim to create an inclusive environment where employee differences such as gender, age, culture, disability, sexual orientation, family and caring responsibilities and religion are valued.
We work flexibly at ANZ. Talk to us about how this role could be flexible for you.
When you join ANZ, you’ll join a connected community offering a world of opportunities to help you grow your career. Who knows where you might end up? Hear from our staff about their career journey with ANZ.
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 AUS068348

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