Strategic Paraplanner - Sydney / Melbourne / Brisbane / Adelaide

Strategic Paraplanner - Sydney / Melbourne / Brisbane / Adelaide

Ord Minnett is seeking a detail-oriented and proactive paraplanner to join our national paraplanning team. This role offers exposure to complex client scenarios and high-net-worth strategies, with opportunities to contribute to advice development and continuous improvement.

Key Responsibilities

• Prepare high-quality Statements of Advice (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 support consistent advice delivery

About You

What We Offer

Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm. 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.

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.

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