Paraplanner to Private Wealth Adviser: SOA & Strategy (Brisbane City)

Paraplanner to Private Wealth Adviser: SOA & Strategy (Brisbane City)

02 Oct
|
Ord Minnett
|
Brisbane City

02 Oct

Ord Minnett

Brisbane City

Ord Minnett Limited in Brisbane is seeking a client-focused Paraplanner to join our national paraplanning team. This role offers exposure to high-net-worth strategies and a explicit pathway to Private Wealth Adviser through our Professional Year and Associate Adviser Program.

You will work with experienced advisers to prepare high-quality SOAs, build sophisticated financial projections, and contribute to strategic advice development, with a view toward progression within the Adviser pathway.

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📌 Paraplanner to Private Wealth Adviser: SOA & Strategy (Brisbane City)
🏢 Ord Minnett
📍 Brisbane City

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