Our client is situated in Brisbane CBD and has been in operation for over 20 years. They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families.

Due to business growth, there is an excellent opportunity for an experienced paraplanner to join their team.

Benefits:

• Successful, well established business with strong compliance and processes in place
• Work closely with highly experienced financial advisers 
• Excellent team culture
• Work with HNW and UHNW clients
• Exposure to complex advice scenarios with multiple entities 

Tasks and responsibilities: 

• Paraplanner position supporting 2-3 financial advisers
• Review strategies
• Complete research, product comparisons and projections for plans
• Generate ROA's & SOA's for holistic financial advice recommendations 
• Adhere to all compliance requirements 
• Review advice documents generated by other paraplanners

About you:

• 2+ years of experience in a paraplanning position dealing with holistic advice
• Ideally completed or working towards FASEA approved studies
• Strong technical knowledge
• Previous experience working with trusts, companies and SMSF's
• Previous experience working with HNW clients will be favourable 
• Xplan and Xtools experience
• Self driven
• Strong attention to detail

Salary is flexible depending on experience and qualifications - circa $80,000 - $90,000 + Super. 

How to apply:

If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

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