Paraplanner - 12-Month Contract, any location, PT or FT hours!)

Commonwealth Bank

Location: Eveleigh

Job Type: Full time


✔ Choose your location

✔ Choose your hours - FT or PT (min. 3 consecutive days)

✔ Great opportunity to get your foot in the door of Australia's No. 1 Bank

About us

Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.

We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, so we can help our clients achieve the best possible outcome. We have Private Bankers and Private Wealth Managers specialising in banking, lending, strategic advice, investments and insurance located right across Australia.

Our vision is to be the private bank successful Australians recommend.

About the opportunity

The Commonwealth Private Advisory team is responsible for the provision of wholesale investment services to the Bank's ultra-high and high net worth clients. Your role will be to provide paraplanning, advice review and ongoing advice assurance support for five client-facing teams nationally.

You will ensure the provision of high-quality advice documents to Commonwealth Private clients, ensuring advice meets the standards expected of our organisation and helps clients achieve exceptional financial outcomes. In addition, you will provide support to a number of assurance related functions, ensuring that the advice process is followed by Private Wealth Directors/Managers and Private Wealth Associates in client-facing teams. You will have direct interaction with advisers, to assist in gathering additional information, providing guidance on changes which would improve the advice or documentation of advice, and monitoring the adherence to expected protocols for client record keeping and documentation.

About you

  • Relevant tertiary qualifications in Finance, Accounting, Economics or similar and/or Financial planning qualifications (RG146/FASEA, or equivalent)
  • Demonstrated knowledge of financial planning strategies and investment advice
  • Minimum three years' experience in a paraplanning or similar role, preferably supporting a HNW advice business
  • Experience with XPLAN
  • Experience with portfolios including listed Australian equities, managed funds & alternative assets

Whether you're passionate about customer service, driven by data, or called by creativity, a career here is for you.

Our people bring their diverse backgrounds and unique perspectives to build a respectful, inclusive and flexible workplace. One where we're driven by our values, and supported to share ideas, initiatives, and energy. One where making a positive impact for customers, communities and each other is part of our every day.

Here, you'll thrive. You'll be supported when faced with challenges, and empowered to tackle new opportunities. We really love working here, and we think you will too.

We're determined to make a real difference for Australia's first peoples. We encourage all interested applicants to apply. If you're already part of the Commonwealth Bank Group (including Bankwest), you'll need to apply through Sidekick to submit a valid application. We're keen to support you with the next step in your career.

You’ve got this!