About the role
Join a boutique, award-winning financial planning practice, supporting advisers to deliver tailored, holistic advice. As a Paraplanner, you’ll play a key role in preparing advice documents, researching strategies, and ensuring advice is accurate and compliant.

Duties:

• Draft SOAs and ROAs aligned to client goals
• Tailor financial strategies to meet client objectives
• Compare strategies to identify the most suitable options
• Research products, investments, insurance, and superannuation
• Use Xplan to model client scenarios and maintain records

Skills & Experience:

• Diploma or degree in Financial Planning
• Knowledge of advice processes and legislation
• Previous experience in paraplanning or financial planning support
• Skilled in Xplan and financial modelling tools
• High attention to detail with strong organisational skills

Benefits:

• Supportive, close-knit team environment
• Career growth with exposure to holistic advice
• Flexible working options available down the track
• Central CBD location with great transport links
• Collaborative, respectful, and positive workplace culture

About the company / Culture:
This self-licensed boutique firm has been operating for close to 10 years, with a strong reputation for building long-term client relationships. 

People enjoy being part of this group because teamwork and culture come first.

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.