We’re seeking an Associate Adviser or Paraplanner to join an award-winning financial planning firm in Brisbane’s CBD. This privately owned firm specialises in providing personalised, holistic advice to high-net-worth clients, including executives and business owners with complex financial needs.
In this role, you’ll collaborate closely with a team of experienced financial advisers to ensure clients receive exceptional service. You’ll have the opportunity to broaden your expertise, contribute to innovative projects, and be part of a positive, growth-oriented work culture.
Key Responsibilities
Preparing strategies and agendas for review and new client meetings.
Attending client meetings and recording detailed notes.
Ensuring post-meeting actions are executed promptly, including coordinating with other professionals.
Preparing paraplanning requests and reviewing advice documentation.
Collaborating with client services and implementation teams to deliver outcomes.
Managing workflow and CRM systems effectively.
About You To thrive in this role, you’ll need:
A degree or higher qualification in finance, business, or a related discipline.
At least 3 years of experience in a paraplanning or associate role.
Proven experience working with high-net-worth and complex clients.
A track record of innovation and process improvement.
Strong problem-solving, critical-thinking, and attention-to-detail skills.
Excellent organisational skills with the ability to manage multiple tasks and deadlines.
A collaborative and team-oriented mindset.
How to Apply Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion.
Please note, only shortlisted candidates will be contacted.
