Strategic Wealth Planner

6 days ago


Melbourne, Victoria, Australia Ord Minnett Full time

About Us:

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

We offer 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.

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 key responsibilities of this role will involve providing comprehensive support to advisers, preparing complex Statements of Advice and Reports on Advice, and conducting quality assurance reviews.

Key Responsibilities:
  • Providing high-quality technical support to advisers
  • Preparing complex SOAs and ROAs based on briefing and information from advisers
  • Conducting quality assurance reviews to ensure compliance and accuracy
About You:

The successful candidate will possess:

  • Tertiary/Post-graduate qualifications in Financial Planning or a related field
  • Experience in the preparation of Statements of Advice and Financial projections
  • Comprehensive hands-on experience with Xplan, including SOA generation
  • Broad knowledge of the Financial Planning advice process and portfolio construction

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