• Excellent work culture
• Great opportunity for growth and progression
• Fast growing firm

The Company:
Our client is a highly reputable and well-known aged care financial planning firm, looking to expand and bring their offerings Australia wide!

With continual growth in their Brisbane office, they are now seeking a paraplanner, or an experienced CSO looking to progress their career. The role will be supporting the team of advisers, with a focus on producing SOA's. 

The Benefits:
As well as working with a great team with excellent team culture, our client also offers a number of benefits:

• Exceptional training and development
• Career progression opportunities
• Social environment with regular events and activities
• Supportive and fun team environment
• Competitive salary with bonuses based on performance

Role & Responsibilities:

• Write compliant and comprehensive SOA's
• Review plans and assist with strategies 
• Provide support to 3 advisers
• Work collaboratively with support staff and advisers
• Ensure all advice documents adhere to licensee compliance standards
• Receive training and guidance 
• Assist with CSO & admin duties when required

About You:

• We are ideally seeking an experienced CSO looking to progress into a paraplanning role
• Strong writing skills is a MUST
• Excellent attention to detail
• Willing to perform a wide range of duties
• Able to handle a high volume of work
• Critical thinker; always asking questions

Salary is dependant on experience ranging from $60k - $80k + super

Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.

• scott@bentleyrecruitment.com.au
• 07 3229 8020; 0468 4960 46
• LinkedIn: https://www.linkedin.com/in/scott-munro187/

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs