Senior Paraplanner - Sydney CBD

Location: Sydney
Job Type: Full time
Reference: 40012730_13032018

The Advice Business Services (ABS) 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. Key functions we perform include preparing high quality advice documents for advisers, ensuring they have the right tools to deliver quality advice and service to their customers, advice coaching, advice quality assurance, delivering services that reduce administrative burdens on advisers, and partnering with the Wealth Management Advice in embedding the CBA Operational Risk Management Framework (ORMF) and Advice Supervision and Monitoring Framework.

As a Senior Paraplanner, you will prepare and deliver high quality Statements of Advice (SOAs) in an efficient and timely manner, by working in partnership with Advisers.


To be successful in this role you will require: 

Please note that this role may be filled prior to the advertised end date.