- Posted 30 September 2025
- SalaryCirca $90,000 + super
- Location Brisbane
- Job type Permanent
- DisciplineFinancial Services , Paraplanner
- Reference1652325
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About the role
We have partnered with a growing financial planning firm who are seeking an experienced Paraplanner to join their expanding team. You’ll support advisers and the operational team to deliver strategic, long-term solutions for clients, preparing and reviewing high-quality advice documents.
Key responsibilities
This independent financial planning firm has been operating for over 15 years and continues to grow across multiple locations. The team delivers holistic advice to a diverse client base, including high-net-worth and complex clients.
People enjoy working here because of the supportive, collaborative, and growth-driven environment, with a strong focus on staff development, innovation, and staff wellbeing.
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.
Paraplanner
Job description
About the role
We have partnered with a growing financial planning firm who are seeking an experienced Paraplanner to join their expanding team. You’ll support advisers and the operational team to deliver strategic, long-term solutions for clients, preparing and reviewing high-quality advice documents.
Key responsibilities
- Conduct research on investments, superannuation, insurance, income streams, and salary packaging
- Prepare insurance needs analyses and quotes using third-party platforms
- Draft simple, standard, and complex Statements of Advice (SOAs) and Records of Advice (ROAs)
- Perform peer review of advice documents for accuracy and compliance
- Build projections for super (including SMSFs), income streams, investments, social security, aged care, and debt reduction
- Ideally a tertiary qualification in Financial Planning
- Extensive paraplanning experience in a similar role
- Competent in financial planning software (Xplan or equivalent)
- Strong knowledge of SMSF, super, retirement income streams, insurance, investments, social security, tax, gearing, and aged care
- Excellent problem-solving, attention to detail, and interpersonal skills
- Flexible work hours and patterns to support work-life balance
- Discretionary bonus linked to KPI achievement
- Career development support with training and guidance for growth
- Positive, supportive culture with wellbeing initiatives and team events
- Opportunity to work with a growing, collaborative, and high-performing team
This independent financial planning firm has been operating for over 15 years and continues to grow across multiple locations. The team delivers holistic advice to a diverse client base, including high-net-worth and complex clients.
People enjoy working here because of the supportive, collaborative, and growth-driven environment, with a strong focus on staff development, innovation, and staff wellbeing.
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.