About the role
Support a senior adviser managing a HNW and UHNW client base. You’ll contribute to client strategy, paraplanning, and relationship-building. You'll be involved in client meetings and help deliver high-quality, tailored advice solutions.

• Draft SOAs and provide strategic input to client plans
• Join client meetings and assist in relationship development
• Collaborate closely with a senior adviser on client strategy
• Maintain records and support with research and compliance
• Use platforms such as IRESS, Praemium, Agility and BT

Skills & Experience

• Relevant financial planning qualifications
• Prior experience in an associate adviser or paraplanning role
• Strong knowledge of financial planning strategies
• Comfortable engaging with HNW clients and advisers

Benefits

• Opportunity to progress into adviser role (PY offered in time)
• Work-life perks including team lunches and events
• Bonuses offered based on business performance
• CBD location with easy access to transport & office perks

About the company / Culture
Join a top tier wealth management business who deliver investment, financial planning, and corporate advisory solutions with a boutique approach.

People love working here because the culture values hard work, offers reward and recognition, and supports development. Staff enjoy being part of a social, collaborative team.

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.