Strategic Paraplanner

Ord Minnett; Sydney; On-site; AUD 65,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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+).

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 ensure consistent advice delivery.

Skills

Paraplanning

SOA production

Financial modelling

Attention to detail

Education

Financial Planning degree

Tools

XPlan

Risk Researcher

Wealth Solver

XTools+

Job description

Ord Minnett is seeking a client focused and proactive Paraplanner to join our national paraplanning team in our Sydney office. This is more than a paraplanning role - it’s your opportunity to gain exposure to high-net-worth strategies, complex client scenarios, and set yourself up for a future as a Private Wealth Adviser through our Professional Year and Associate Adviser Program. You’ll work closely with experienced advisers to prepare high-quality Statements of Advice (SOAs), build sophisticated financial projections, and contribute to strategic advice development. If you’re passionate about technical excellence and aspire to move into advice, this role offers a clear pathway through our Associate Adviser program and Professional Year.

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 ensure 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+)

Detail-oriented, collaborative, and motivated to progress toward becoming a Private Wealth Adviser

About us

Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm and to build a career in advice with one of Australia’s premier private wealth firms. 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.