Para Planner Job at ASB Wealth Management Job at ASB Bank Limited, Auckland, Auckland Central
- Location:
- Auckland
- Auckland Central
- Work type:
- Full Time
- Classification:
- Banking & Financial Services
- Financial Planning
Do you have excellent written and verbal communication skills? Are you a whiz with Word and Excel with layout skills? Do you have Investment Plan writing and/or Investment advice experience? Then read on…ASB Wealth Management are a team of experts who promote Wealth solutions for ASB clients through Wealth Managers nationwide. Our Head Office has a specialist team of Para-Planners to support this high performing team, ensuring that the information provided by the managers meets the requirements of the Financial Advisors Act 2008 and ASB Wealth Management‘s policy and standards, and by producing high quality investment plans. There is also a requirement for commentary to be made, which is unique to each customer, so the ability to grasp what’s required is needed and excellent written communication skills are a must.The role is critical to ensure the plans written are accurate and comprehensively cover the needs and objectives of the client. This is a busy and varied role and we require an experienced Investments plan writer or someone with investment advisory experience. We are also looking for someone with superior administration and time management skills, and the ability to learn and understand different customer needs. With the introduction of the Financial Advisor’s Act, part or fully qualified candidates are preferred. If not, further studies will be required of you towards certification.If you have the experience we are looking for, a tertiary qualification in business or finance is preferred, along with excellent Word, Excel and writing skills, we want to hear from you. This is a great opportunity to increase your experience within this unique Investments field!Please apply online with a cover letter and CV.