Do work that matters
As a Paraplanner, your purpose will be to prepare and deliver high quality Statements of Advice (SOAs) in an efficient and timely manner, by working in partnership with Advisers. The Advice Business Services team goal is to work tirelessly to 'make it easier' for advisers to deliver quality advice and service to their customers. We do this by ensuring that we listen to the needs of the aligned advice businesses and their advisers, building robust processes to ensure consistent delivery of our services and encouraging a culture of continuous improvement.
See yourself in our team
In this role you will partner closely with Advisers in ensuring the appropriateness of documentation, client strategies, fees, product recommendations, and delivery of documentation as part of SOA preparation and delivery process
You'll establish, build and maintain effective relationships with Advisers and other key stakeholders in the Paraplanning network. You'll ensure that the content of SOAs is consistent, accurate and meets current service and regulatory requirements.
Adhere to relevant policies, processes and procedures in alignment with the Operational Risk Management Framework, Supervision and Monitoring Framework and standards of compliance.
You will actively contribute to continually improving the end-to-end customer experience and Paraplanning process whilst applying your technical knowledge and technical writing skills in the preparation of SOAs to ensure they are written in a professional manner that can be easily understood by customers.
We work in a highly regulated field, and we take the responsibility of Paraplanner at CommBank very seriously, so there are a few mandatory requirements for your application:
- Previous Paraplanning experience with sound knowledge of the advice process
- RG146 compliant in the following generic and specialist areas: Generic knowledge; Managed investments; Life insurance; Superannuation; Financial planning and skills
- Tertiary qualifications (Commerce/Business/Economics/Accounting) is essential
- Attention to detail & strong analytical skills
At CommBank, we're committed to building a diverse and inclusive workforce reflecting the customers, businesses and communities we serve. As a value's driven organisation, we nurture and support our people; through focussing on skill and talent development, collaboration, flexibility and internal promotion. With service in mind at every touch point, we take accountability for the role we play in securing and enhancing the financial wellbeing of people, businesses and communities. At CommBank you can be you.
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