Paraplanner

THE OPPORTUNITY
Our client is a well established, progressive firm with offices throughout Queensland. Having a focus on growth, this firm offers a successful career opportunity within a professional and quality environment. With over 40 staff in their team, this firm offers a range of quality comprehensive advice for their loyal client base.

You will be a part of a team of paraplanners who collectively support the advisers, business partners and each other. You will be responsible for preparing simple, standard and complex advice documents, along with completing relevant research for said plans.

THE BENEFITS

• Flexible work hours offering a great work life balance
• Team and individual rewards if targets are met
• Competitive salary and bonus scheme
• Birthday events for staff
• Yoga every Tuesday
• Extremely high focus on employee development; assisting you to work towards your career goals
• Young dynamic team
• Strong support and mentorship from leaders within the business

• Complete product research & comparisons
• Produce compliant and comprehensive advice documents
• Prepare insurance quotes using third party platforms
• Prepare financial projections/reports 
• Peer review of advice documents
• Work collaboratively with support staff and advisers
• Provide support to advisers

• Prior experience as a paraplanner, ideally 2+ years.
• Completed at least Advanced Diploma in Financial Planning, or a relevant tertiary qualification 
• Competent XPLAN experience
• Experienced with projection/modelling platforms; Xtools+, Wealth Solver, Risk Researcher
• Comprehensive understanding of holistic advice
• Excellent interpersonal and communication skills
• Excellent attention to detail and problem solving skills

• scott@bentleyrecruitment.com.au
• 07 3229 8020; 0468 496 046
• LinkedIn: https://www.linkedin.com/in/scott-munro187/