Strategic Paraplanner, Wealth Management

Morgan Stanley
Perth, Australia
Mar 31, 2023
Apr 02, 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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
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