About the role
Join a high-performing financial planning team supporting experienced advisers across a diverse client base. Work closely with advisers and client service teams to produce compliant, high-quality advice documents and provide technical support across holistic strategies.

• Prepare compliant SOAs and ROAs across complex strategies
• Conduct research and projections across all areas of advice
• Peer review advice documents and ensure compliance standards
• Manage Xplan modelling using Xtools+, WealthSolver, and Risk Researcher
• Liaise with advisers to clarify advice requirements and implement solutions

Skills & Experience

• 2+ years experience as a paraplanner
• Completed or working towards completing financial planning studies
• Strong technical knowledge across holistic advice
• Competent in Xplan (including Xtools+, WealthSolver, Risk Researcher)
• Excellent attention to detail and communication skills

Benefits

• Flexible work hours to support work-life balance
• Discretionary bonus linked to KPI achievement
• Career development opportunities and guidance for career growth
• Positive, supportive culture with wellbeing initiatives and team events
• Opportunity to work with a growing, collaborative, and high-performing team

About the company & culture
This independent firm has been established for over 15 years and continues to expand nationally across multiple locations. Known for their growth driven team, they're passionate about delivering exceptional client outcomes. 

People enjoy working here because of the genuine investment in staff development, the positive team environment, and the focus on career progression. 

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.