Strategic Planner

vor 1 Woche


Council of the City of Sydney, Österreich Ord Minnett Vollzeit

A Strategic Planner provides paraplanning support to a team of advisers including reviewing strategy and preparing annual reviews for clients. As a Strategic Planner, you will perform paraplanning support and related administrative duties involving active communication with clients to ensure key client information is gathered and documentation remains current. You will be required to work closely with Advisers, other support staff, as well as Branch Managers daily. Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm and to build a career in advice with one of Australia’s premier private wealth firms. 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, where you'll be an integral part of a team committed to delivering top-tier services. 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. Key Responsibilities Working with Financial Planners on client strategic planning and implementation Preparation of bespoke client strategic planning advice annually Client liaison and data management Projection modelling of client strategies utilising financial planning software (Xplan/XTools+) Preparation of client portfolio annual reviews Provide ongoing technical support to Financial Planner Prepare for and participate in client meetings Ensure strict compliance with legislation and licensee standards (including OPT IN Renewal and Fee Disclosure Statements for clients) Maintain and improve advice templates Required experience/ knowledge High School Certificate or equivalent is required Degree in business/ finance/ commerce / financial planning (desirable) Strong working knowledge of Xplan and XTools+ (would be beneficial) In-depth knowledge of superannuation and retirement planning; insurance Seniority level: Not Applicable Employment type: Full-time Job function: Administrative and Strategy/Planning #J-18808-Ljbffr


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