Strategic Paraplanner
6 days ago
- Full-time
- Career Development
- Collaborative Team Culture
- Sydney, Melbourne, Brisbane or Adelaide Location
About The Role:
Ord Minnett is seeking a detail-oriented and proactive paraplanner to join our national paraplanning team. This role offers exposure to complex client scenarios and high-net-worth strategies, with opportunities to contribute to advice development and continuous improvement.
You'll work closely with advisers and paraplanners to prepare high-quality Statements of Advice (SOAs), build financial projections, and provide strategic input. This is an excellent opportunity for someone looking to deepen their technical expertise or explore a pathway into advice.
Key Responsibilities:
- Prepare high-quality SOAs for a range of client strategies
- Build financial projections and modelling for complex advice scenarios
- Provide technical and strategic support to advisers during advice development
- Conduct peer reviews and contribute to process improvements
- Collaborate with a national paraplanning team to support consistent advice delivery
About You:
- Minimum 1 year experience in paraplanning and SOA production (2+ years an advantage)
- Relevant tertiary qualifications in Financial Planning
- Progress toward Financial Adviser Education Standards (preferred)
- Strong working knowledge of Xplan (Risk Researcher, Wealth Solver, XTools+)
- Strong attention to detail and a collaborative mindset
- Interest in strategy, technical advice, and continuous improvement
What We Offer:
- Exposure to high-net-worth advice and complex client strategies
- Proven pathway to our Professional Year and Associate Adviser program
- Supportive team culture with national collaboration
- Competitive salary
- Access to leading advice technology and resources
- Opportunity to grow your career with one of Australia's premier Wealth Management firms
Joining Ord Minnett
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.
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