Paraplanner - Macquarie Private Bank
Macquarie Group
  • locationLakemba, NSW
  • salaryNot disclosed
  • full-time 10 June 2021
  • locationLakemba, NSW
  • salaryNot disclosed
  • full-time
Job Description

An exciting opportunity has recently arisen for an experienced Paraplanner to join our Strategic Advice Services Team for The Private Bank. As a Paraplanner, you will be responsible for providing quality and timely strategic financial plans to our Private Bankers on a national basis. You will develop strategically accurate and timely Statements of Advice, provide technical support to our Private Bankers and peers and participate in process improvements within the business. In addition, you will engage in continuous learning and knowledge sharing.To be successful in this position, you will possess a minimum of 2 years experience in a Paraplanning role with tertiary qualifications in a commerce, banking or finance related discipline. You will have prior experience with XPLAN with strong technical skills and the ability to prepare strategic and accurate Statements of Advice. You will display effectiveness in your planning, possess exceptional time management and organisational skills and have the ability to be innovative. In addition, you will be an exceptional communicator with strong stakeholder management skills and the ability to work under pressure in a dynamic and fast paced environment.This an exciting time to join our growing team where you can be a key driver in enacting change and influencing growth. We are committed to long term growth and this will open opportunities for career development in a forward thinking organisation that will invest in you.About Banking and Financial ServicesBanking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to retail clients, advisers, brokers and business clients. Our commitment to Diversity and Inclusion The diversity of our people is one of our greatest strengths, and in combination with our inclusive environment, it enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you'll be encouraged to be yourself and supported to perform at your best. If our purpose of ‘empowering people to innovate and invest for a better future’ is as inspiring to you as it is to us, please apply. With the right technology, support and resources, our people can work in a range of flexible ways.We are committed to providing a working environment that embraces and values diversity and inclusion. We encourage candidates to speak with a member of our recruitment team if you require adjustments to our recruitment process to support you, and the type of working arrangements that would help you thrive.

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Paraplanner - Macquarie Private Bank

  • Job Details:
    Not disclosed AUD
    Lakemba, NSW, Any
  • Key Dates:
    10 June 2021
    Last -6 days to apply
  • Industry:
    Banking, Economics and Finance
  • Insights:
    0 Applicants
    1 Views
Job Description

An exciting opportunity has recently arisen for an experienced Paraplanner to join our Strategic Advice Services Team for The Private Bank. As a Paraplanner, you will be responsible for providing quality and timely strategic financial plans to our Private Bankers on a national basis. You will develop strategically accurate and timely Statements of Advice, provide technical support to our Private Bankers and peers and participate in process improvements within the business. In addition, you will engage in continuous learning and knowledge sharing.To be successful in this position, you will possess a minimum of 2 years experience in a Paraplanning role with tertiary qualifications in a commerce, banking or finance related discipline. You will have prior experience with XPLAN with strong technical skills and the ability to prepare strategic and accurate Statements of Advice. You will display effectiveness in your planning, possess exceptional time management and organisational skills and have the ability to be innovative. In addition, you will be an exceptional communicator with strong stakeholder management skills and the ability to work under pressure in a dynamic and fast paced environment.This an exciting time to join our growing team where you can be a key driver in enacting change and influencing growth. We are committed to long term growth and this will open opportunities for career development in a forward thinking organisation that will invest in you.About Banking and Financial ServicesBanking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to retail clients, advisers, brokers and business clients. Our commitment to Diversity and Inclusion The diversity of our people is one of our greatest strengths, and in combination with our inclusive environment, it enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you'll be encouraged to be yourself and supported to perform at your best. If our purpose of ‘empowering people to innovate and invest for a better future’ is as inspiring to you as it is to us, please apply. With the right technology, support and resources, our people can work in a range of flexible ways.We are committed to providing a working environment that embraces and values diversity and inclusion. We encourage candidates to speak with a member of our recruitment team if you require adjustments to our recruitment process to support you, and the type of working arrangements that would help you thrive.


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