About the role
Support a senior adviser within a high-performing financial planning team. Manage a dedicated client base, handle advice production, coordinate advice implementation and act as a key client contact. Work closely with advisers and internal teams to deliver holistic advice.

• Manage approx. 70–80 clients as a primary contact
• Produce SOAs including research and modelling; write 2 plans per week
• Prepare for client meetings, maintain Xplan records
• Lead implementation and liaise with product providers
• Oversee FDS/OSA requirements and client service tasks

Skills & Experience

• 2+ years paraplanning and client services experience
• Strong Xplan capability
• Confident managing client relationships
• Knowledge of holistic advice process
• Able to work independently and collaboratively

Benefits

• Career pathway toward future adviser progression (4–5 yrs)
• Stable team, long-term client relationships
• Strong professional development and mentorship

About the company and culture
Join a long-standing professional services firm offering integrated accounting, financial planning and lending solutions. The business is medium-sized and well-regarded for long-term client relationships.

People enjoy working in this team because it’s collaborative, friendly and non-corporate. The planning team is supportive and hands-on, with a down-to-earth culture that values initiative and client focus.

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.