Paraplanner

About the role
Our client is a growing, self-licensed financial advice firm seeking a Paraplanner to support a team of advisers delivering high quality strategic advice. This is predominantly a paraplanning focused role with exposure to complex client strategies, research, modelling and advice preparation. Ideal for either a career paraplanner or someone seeking future career progression opportunities in financial planning.

• Prepare simple, standard and complex SOAs
• Conduct strategy, product and technical research
• Build projections using Xplan Xtools
• Peer review advice documents
• Model superannuation, retirement and investment scenarios

Skills & Experience

• Previous experience in financial planning as a paraplanner
• Strong Xplan skills, including Xtools proficiency
• Relevant qualifications is ideal (not mandatory)
• Strong technical knowledge across wealth strategies
• Strong attention to detail

Benefits

• KPI based discretionary bonus structure
• Flexible start and finish times
• Structured training and development pathways
• Career progression opportunities within a growing firm

About the company
Our client is a well-established financial advice business with more than 15 years of success and a growing national footprint. With over 100 employees across multiple offices, they provide holistic fee for service advice to a diverse client base, including professionals, business owners, families and high-net-worth clients.
The business is continuing to expand through acquisition and organic growth, with a clear vision to become a leading national advice firm.
 
How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.