Strategic Paraplanner: Path to Private Wealth Adviser in Sydney

Strategic Paraplanner: Path to Private Wealth Adviser in Sydney

Sydney Full-Time On-site
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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.

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Strategic Paraplanner: Path to Private Wealth Adviser in Sydney employer: Ord Minnett Limited

Ord Minnett is an exceptional employer that fosters a collaborative and supportive work environment, making it an ideal place for a Private Wealth Assistant to thrive. With a strong emphasis on employee growth and development, you will have access to ongoing training and mentorship opportunities, all while being part of a reputable firm that values excellence and client relationships in the heart of Australia's financial landscape.

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Contact Details:

Ord Minnett Limited Recruitment Team