Strategic Paraplanner: Path to Private Wealth

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

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