Paraplanner to Private Wealth Adviser – SOA & Growth Path

Ord Minnett Limited; Sydney; Presencial; AUD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Ord Minnett is seeking a client focused and proactive Paraplanner to join our national paraplanning team in our Sydney office. This role offers exposure to high-net-worth strategies, complex client scenarios, and a pathway to Private Wealth Adviser through our Professional Year and Associate Adviser Program.

You’ll work with experienced advisers to prepare high-quality SOAs, build sophisticated financial projections, and contribute to strategic advice development.

Formación

• Minimum 1 year paraplanning experience and SOA production (2+ years is advantageous).
• Relevant tertiary qualifications in Financial Planning.
• Progress toward Financial Adviser Education Standards preferred.
• Strong working knowledge of XPlan tools (Risk Researcher, Wealth Solver, XTools+).

Responsabilidades

• 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 ensure consistent advice delivery.

Conocimientos

Paraplanning

SOA production

Financial modelling

Attention to detail

Educación

Financial Planning degree

Herramientas

XPlan

Risk Researcher

Wealth Solver

XTools+

Descripción del empleo

Ord Minnett is seeking a client focused and proactive Paraplanner to join our national paraplanning team in our Sydney office. This role offers exposure to high-net-worth strategies, complex client scenarios, and a pathway to Private Wealth Adviser through our Professional Year and Associate Adviser Program.

You’ll work with experienced advisers to prepare high-quality SOAs, build sophisticated financial projections, and contribute to strategic advice development.