Strategic Paraplanner

5 days ago

Sydney, New South Wales, Australia Ord Minnett Full time
Overview

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. We are looking for candidates in Sydney, Melbourne or Brisbane.

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

Responsibilities
  • 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 / Qualifications
  • Tertiary/Post-graduate qualifications in Financial Planning or a related field.
  • Have completed or working towards Financial Adviser Education Standard requirements.
  • Minimum 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.

Ord Minnett does not accept unsolicited resumes from recruitment agencies and search firms. Please do not email or send unsolicited resumes to any Ord Minnett employee, location or address. Ord Minnett will not be responsible for, and will not pay, any fees, commissions or other payments related to unsolicited resumes.

Seniority level
  • Not Applicable
Employment type
  • Full-time
Job function
  • Finance and Strategy/Planning

Ord Minnett


#J-18808-Ljbffr

  • Strategic Paraplanner

    4 days ago

    Sydney, New South Wales, Australia Ord Minnett Full time

    OverviewWe 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. We are looking for candidates in Sydney, Melbourne or Brisbane.The Strategic...

  • Strategic Paraplanner

    1 day ago

    Sydney, New South Wales, Australia Ord Minnett Holdings PL Full time $90,000 - $120,000 per year

    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 the Strategic Advice Manager. We are looking for candidates in Sydney, Melbourne or Brisbane.The Strategic...

  • Paraplanner - Banking and Financial Services

    2 days ago

    Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Paraplanner - Banking and Financial ServicesOur Paraplanning team plays a vital role in supporting bankers by preparing high-quality, compliant, and strategically accurate advice documents. By collaborating with various stakeholders and ensuring adherence to compliance standards, we deliver tailored financial solutions that meet client needs and regulatory...

  • Paraplanner - Banking and Financial Services

    2 days ago

    Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Paraplanner - Banking and Financial ServicesOur Paraplanning team plays a vital role in supporting bankers by preparing high-quality, compliant, and strategically accurate advice documents. By collaborating with various stakeholders and ensuring adherence to compliance standards, we deliver tailored financial solutions that meet client needs and regulatory...

  • Strategic Financial Planner

    3 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $300,000

    Strategic Financial Planner">We are seeking a skilled and experienced Strategic Financial Planner to join our team. As a key member of our team, you will play a critical role in providing expert financial advice to high net worth clients.Your primary responsibility will be to develop and implement comprehensive financial plans that meet the unique needs of...

  • Senior Banking Documentation Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeCompliance Full time $90,000 - $120,000

    Paraplanning RoleAs a Paraplanner, you will play a pivotal role in supporting bankers by preparing accurate and compliant advice documents.Key ResponsibilitiesPrepare high-quality, compliant, and strategically accurate advice documents.Collaborate with stakeholders to refine recommendations and ensure all advice aligns with compliance standards.Review advice...

  • Senior Financial Planning Advisor

    1 week ago

    Sydney, New South Wales, Australia beBeeCompliance Full time $90,000 - $120,000

    Paraplanner RoleThe Paraplanning team plays a vital role in supporting bankers by preparing high-quality, compliant, and strategically accurate advice documents.Key Responsibilities:Preparing accurate and compliant advice documents, such as Statements of Advice (SoAs) and Wholesale Advice Documents (WADs).Collaborating closely with Bankers and internal...

  • Senior Wealth Management Advisor

    4 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $100,000 - $130,000

    We are seeking a highly skilled and motivated Associate Financial Adviser to join our team. As a key member of our advisory firm, you will work closely with a lead adviser to service high-net-worth portfolios.Key Responsibilities:Provide top-notch support and technical expertise to the Principal Adviser.Collaborate with the Principal Adviser in client...

  • Senior Financial Planning Specialist

    4 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000

    Job DescriptionThe Paraplanning team plays a vital role in supporting bankers by preparing high-quality, compliant, and strategically accurate advice documents.We deliver tailored financial solutions that meet client needs and regulatory requirements by collaborating with various stakeholders and ensuring adherence to compliance standards.As a Paraplanner,...

  • senior financial adviser

    24 hours ago

    Sydney, New South Wales, Australia Private Advertiser Full time $90,000 - $120,000 per year

    The BusinessWe are a well-established boutique financial planning practice based in Sydney. With our own AFSL and with deep industry experience across planning and lending, we deliver a broad suite of integrated financial solutions tailored to the needs of each client.The OpportunityWorking from the Sydney CBD office within a dynamic business with a relaxed...