About the role
Join a growing, award winning financial planning firm as an Associate Adviser. You’ll support a team of experienced advisers, manage paraplanning workflows, oversee implementation, and play an integral part in client outcomes. This role offers a clear career progression pathway with the opportunity to support you through your Professional Year. 

Key responsibilities

• Submit and manage paraplanning requests
• Oversee advice implementation and project manage outcomes
• Liaise with paraplanners to ensure timely delivery
• Assist in preparing advice documents
• Attend client meetings and provide client-facing support

Skills & Experience

• Degree qualified in financial planning
• Previous experience working as a paraplanner
• Previous experience working with holistic advice in a financial planning business
• Excellent communication and interpersonal skills
• Ability to thrive in a team-oriented environment

About the company & culture
This independent, self-licensed firm has experienced significant growth and prides itself on delivering holistic, client-first advice. With a close-knit team, they’ve built strong relationships with clients across a range of industries.

People enjoy working here because of the high-performing environment, social team events, and the fun and supportive culture that has been developed. 

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.