• Must have previous experience with investments (could be on own behalf)
• Must have good PC skills, particularly MS Excel
• Must have good communication skills

Responsible for the operational duties relating the Westpac Investment Service (including Custodial Wrap Service). This involves assisting Westpac’s financial advisers with their queries and in carrying out customer's instructions. The sorts of things you will be doing are:

• Setting up of new customers
• Action changes to customer portfolios
• Purchasing and selling of securities
• Recording and reporting sales/activity
• Quality Assurance

You need to understand about investments (shares, managed funds, bonds). It would help if you had a background in operations, but if not that is something we can train you up in.

The role requires you to be precise, have good analytical skills, be a good communicator (written & oral), and a team player.

You need to be proactive, such as: nipping potential problems in the bud and exploring improved ways of doing things, while having a passion for investments/financial markets will make the day flyby.

Wanting to turn this passion into a career in financial planning is something we can help you with. If you are not already undertaking study or even if you are, you will get the benefit of a supportive employer and team to help you obtain your financial planning diploma. Pay will be based upon skills and experience.

Please contact Phil Kelliher, Paraplanning Manager, (04) 498-1165, email: Phil_kelliher@westpac.co.nz