Strategic Paraplanner

Ord Minnett Limited; 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 Brisbane. This role offers exposure to high-net-worth strategies, complex client scenarios, and a pathway toward Private Wealth Adviser through our Professional Year and Associate Adviser Program.

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

Qualifications

• 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+)

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

XPlan

Financial modelling

Attention to detail

Education

Financial Planning qualifications

Tools

XPlan

Job description

Ord Minnett is seeking a client focused and proactive Paraplanner to join our national paraplanning team in our Brisbane 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

What We Offer

• A proven pathway to our Professional Year and Associate Adviser program
• Exposure to high-net-worth advice and complex client strategies
• Supportive team culture with national collaboration
• Competitive salary and access to leading advice technology
• Opportunity to grow your career with one of Australia’s premier Wealth Management firms

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.

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.