Strategic Paraplanner: Path to Private Wealth Adviser

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 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.