Strategic Paraplanner

3 weeks ago

Melbourne, Victoria, Australia Ord Minnett Full time

3 days ago Be among the first 25 applicants

Ord Minnett is a leading wealth management group that provides advice and tailored investment solutions.

Our private wealth clients benefit from a comprehensive suite of wealth management investor services including full-service stockbroking, financial planning, superannuation, estate and retirement planning, funds management, fixed interest, portfolio services and corporate finance.

About The Role:

We are looking for an organised and detail-oriented individual who is keen to build their knowledge in Financial Planning and Private Wealth Management. The successful candidate will be part of a national paraplanning team reporting to the Strategic Advice Manager.

The Strategic Paraplanner role will provide you with broader exposure than a typical paraplanning role. Whilst preparation of high quality SoA's is a core function, you will also conduct quality assurance reviews, provide high quality technical support and strategy consulting to advisers.

The key responsibilities will involve, but not be limited to:

  • Providing comprehensive, high quality support to advisers.
  • Preparing complex SOAs and ROAs based on briefing and information from advisers.
  • Preparing financial projections for High Net Worth clients.
  • Gathering accurate information from Insurance and Superannuation providers.
  • Ensuring compliance throughout the preparation and delivery of all financial planning documentation and advice.
  • Consulting with advisers on advice process and appropriate strategy for clients.
  • Conducting technical strategy research using a wide variety of resources.
  • Guiding private wealth assistants in implementing advice.

About You:

The successful candidate will possess:

  • Tertiary/Post-graduate qualifications in Financial Planning or a related field.
  • Have commenced Graduate Diploma of Financial Planning qualifications or working towards FASEA education requirements.
  • At least 1 year experience in the preparation of Statements of Advice, Financial projections and adviser support.
  • Comprehensive hands on experience with Xplan (Client Focus, Risk Researcher, Wealth Solver, XTools+ and IPS), including SOA generation.
  • Advanced Word and Excel skills.
  • Broad knowledge of the Financial Planning advice process, portfolio construction and implementation, financial markets, structures, entities and products.
  • Ability to demonstrate basic levels of technical and financial skills, including financial modelling and mathematical skills.
  • Ability to manage own workflow and priorities, and can accommodate unexpected requests or needs from advisers.
  • Ability to analyse and integrate information from a variety of sources and draw accurate and logical solutions.
  • A sound understanding of compliance issues associated with the provision of financial advice.

Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm. Elevate your career where you'll become an integral part of Australia's premier wealth management group.

Join us in shaping the future of the Australian investment landscape and be part of a team that values excellence, cohesiveness, a great work culture, where you'll be an integral part of a team committed to delivering top-tier services.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

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