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Advice Assistant, Sydney CBD

Carpenter's Assistants
Permanent Full Time
13 days ago

As an Advice Assistant, you will report to the Advice Assistant Team Leader South and be working within a wider collaborative client services and adviser team in providing a First Class Affluent Wealth Experience to ANZ customers.



Your role as an Advice Assistant will focus on providing an excellent, consistently applied on-boarding experience to both new and returning clients throughout the advice process with a focus on implementation of advice.



You will also be working closely with advisers - supporting them with:

  • Administration support pre and post client appointments
  • Preparation of documents for implementation of advice
  • Proactive implementation of advice in line with compliance requirements
  • Managing client files
  • Meeting client needs and maintaining client satisfaction



About You

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



  • Exposure to financial planning / advice – Preferably undertaken and completed Diploma of Financial Service units (inclusive) 1-2 or previous role experience
  • Strong communication skills and Client Services background
  • General advice support experience or background
  • Focus on compliance and attention to detail
  • Excellent time management skills



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. If you are a candidate with a disability, let us know how we can provide you with additional support.



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 AUS132973.

Salary Details*
Salary Type Normal Wages
Base Salary $0
Superannuation 9.5%
Bonus offered No
Total Package $0
* Salary details are calculated without bonus and monthly payout as per tax bracket without tax threshold and other allowances. Its always good to confirm these details with the employer or recruiter.
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Job Type
Permanent Full Time
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