Strategic Paraplanner

Lotus People; Sydney; On-site; AUD 85,000 - 115,000; Full time

Benefits offered by this job

Competitive package up to $115,000

Discretionary bonus

Clear career path into private wealth

Exposure to complex strategy and high‑

Mentoring from a senior strategic advi

Job summary

Lotus People is seeking a paraplanner to join its private wealth team in Australia. You will produce high quality SOAs, work with advisers on client strategy, research technical issues and help shape advice for high net worth clients.

This role offers a stepping stone into private wealth as the previous holder advanced into the private wealth team. The successful candidate will have 2-3+ years paraplanning experience, strong SOA writing skills and solid Xplan capabilities, including SOA

Qualifications

• A tertiary qualification in financial planning or a related field.
• The Financial Adviser Education Standard completed or underway
• 2 to 3+ years of paraplanning experience, with strong SOA writing skills
• Solid Xplan skills, including SOA generation (Client Focus, Risk Researcher, WealthSolver, XTools+, IPS)
• Advanced Word and Excel, with good financial modelling and analysis
• A sound understanding of the advice process, structures, entities, products and compliance
• Desirable: interest in becoming an adviser in the future

Responsibilities

• Prepare complex SOAs and ROAs from adviser briefs
• Build financial projections and models for high net worth clients
• Advise advisers on strategy and on the advice process
• Research technical strategy using a wide range of resources
• Collect accurate information from insurance and superannuation providers
• Keep all advice documentation compliant from preparation through to delivery
• Guide private wealth assistants as they implement advice

Skills

Paraplanning experience

SOA writing

Financial modelling

Advanced Word

Advanced Excel

Understanding of advice process

Interest in becoming adviser

Education

Tertiary qualification in financial planning

Financial Adviser Education Standard

Tools

Xplan

Client Focus

Risk Researcher

WealthSolver

XTools+

IPS

Job description

ABOUT THE COMPANY

You’ll be joining a highly regarded Australian wealth management and stockbroking firm with a long history of helping private clients build and protect their wealth. The firm is known for high calibre advisers, a collaborative culture and real investment in its people. It is growing its adviser numbers and gives talented paraplanners a real path into private wealth. Staff value the strong brand, the sophisticated client base and the chance to learn from some of the most experienced advisers in the industry.

ABOUT THE ROLE

Reporting to the Strategic Advice Lead, you’ll join a small, experienced strategic advice team based in offices around Australia. The role goes beyond standard paraplanning.

You’ll produce high quality SOAs, and you’ll also work with advisers on client strategy, research technical issues and help shape the advice given to high net worth clients. It’s an excellent stepping stone into private wealth: the person who held this role before you is moving into the private wealth team.

DUTIES

• Prepare complex SOAs and ROAs from adviser briefs
• Build financial projections and models for high net worth clients
• Advise advisers on strategy and on the advice process
• Research technical strategy using a wide range of resources
• Collect accurate information from insurance and superannuation providers
• Keep all advice documentation compliant from preparation through to delivery
• Guide private wealth assistants as they implement advice

SKILLS & EXPERIENCE

• A tertiary qualification in financial planning or a related field
• The Financial Adviser Education Standard completed or underway
• 2 to 3+ years of paraplanning experience, with strong SOA writing skills
• Solid Xplan skills, including SOA generation (Client Focus, Risk Researcher, WealthSolver, XTools+, IPS)
• Advanced Word and Excel, with good financial modelling and analysis
• A sound understanding of the advice process, structures, entities, products and compliance
• Desirable: interest in becoming an adviser in the future

BENEFITS

• A competitive package of up to $115,000
• Eligibility for a discretionary bonus
• A clear career path into private wealth and advice
• Exposure to complex strategy and high net worth clients
• Mentoring from a senior strategic advice team

OUR RECRUITMENT PROCESS

At Lotus People, we are committed to fostering diversity, equity and inclusion. We encourage applicants from all backgrounds to apply and will ensure a fair and equitable recruitment process.

Every application we receive is reviewed by a real person, never by AI. If your experience aligns with the requirements of the role, a consultant will be in touch within 2-3 business days for an initial phone screen. Shortlisted candidates will then proceed to a virtual interview with the consultant managing the role.

Due to the volume of applications and the specific nature of our briefs, we are unable to take phone enquiries about roles before an application is submitted. We ask that all interested candidates please apply online and wait to hear from us. Rest assured, we respond to every applicant, regardless of the outcome, so you will not be left wondering.

We look forward to providing you with a positive and respectful experience.

Additional information

• A clear pathway into private wealth and advice
• A highly regarded name in Australian wealth management
• $85,000 to $115,000 package, plus a discretionary bonus