Strategic Paraplanner, Wealth Management Strategic Paraplanner, Wealth Management …

Morgan Stanley
in Melbourne, Victoria, Australia
Permanent, Full time
Last application, 15 Oct 21
Morgan Stanley
in Melbourne, Victoria, Australia
Permanent, Full time
Last application, 15 Oct 21
Strategic Paraplanner, Wealth Management
About The Company

Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 43 countries the people of Morgan Stanley are dedicated to providing our clients the finest thinking, product and services to help them achieve even the most challenging goals.

About The Role

The primary responsibility of the Strategic Paraplanner is to work as part of a team focusing on providing first class and tailored service to the Financial Advisors and the High Net Worth Clientele through strategic financial plans focusing on complex financial strategies as well as other ad hoc support. This is a dynamic environment that inspires collaboration where you will be afforded the opportunity to learn and develop your career in a supportive environment.


• Construct complex Statements of Advice for both new and existing clients
• Research and strategic work regarding a variety of products and client scenarios
• Identify and document a range of strategies in a compliant, personalised and tailored format
• Preparation of comprehensive financial projections utilising Xplan, excel calculations and research
• Provide ongoing technical support to financial planners and peers


Key Requirements/ Skills

Technical/Specialist Skills/Competencies

• Excellent attention to detail
• Strong literacy and numeracy ability
• Good knowledge of Microsoft Office Suite (specifically excel)
• Solid background in financial advice process, markets and industry

Personal Attributes/Interpersonal Skills

• Excellent communication skills both verbal and written
• Display a high level of resilience and strong ability to prioritise tasks
• An ability to work autonomously and as part of a team
• Strong decision making ability
• Goal-oriented with demonstrated drive and initiative

Qualifications/ Experience Required


• Undergraduate degree in Finance, Commerce, Accounting or Business essential
• RG146 Qualified
• A university degree qualified in a related field (eg. commerce, economics, science or engineering)
• Completed or working towards completion of the Advanced Diploma of Financial Planning or CFP® accreditation preferred
• Intention to work towards the study of FASEA courses (in conjunction with, or) once the above have been completed
• A minimum of three years paraplanning experience (in a similar role) with a particular focus on strategy development
• Strong technical knowledge across a broad range of financial planning strategies including the advice areas of:
• Superannuation (specifically SMSF's)
• Retirement planning
• Taxation structures
• Insurance and estate planning
• Investment platforms
• Direct investments and managed funds (including Exchange traded funds)

Equal Opportunity Statement

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.

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