About the Role
Support a team of senior advisers by producing high‑quality advice documents for a growing HNW and UHNW client base. Work closely with advisers, associates and internal leaders to deliver compliant, holistic strategies as the business continues its expansion.

• Review advice strategies for holistic, goals‑based advice
• Complete research, comparisons and financial projections
• Generate SOAs and ROAs for complex client scenarios
• Liaise with advisers, associates and admin support
• Review paraplanners’ documents where seniority applies

  Skills & Experience

• Minimum 2 years of Paraplanning experience
• Studies in financial planning underway or completed
• Knowledge of trusts, companies and SMSFs advantageous
• Experience with HNW/UHNW clients beneficial
• Proficient in Xplan

  Benefits

• Successful, well-established business with strong compliance and processes in place
• Work closely with highly experienced financial advisers/directors
• Above market remuneration
• Be trained in complex advice strategies including multi entity clients
• Work with HNW and UHNW clients
• Mentorship opportunities to progress into a senior paraplanning role
• Mentorship opportunities to support staff through their professional year.

About the Company / Culture
This Brisbane‑based wealth advisory firm has been operating for over 20 years and holds its own AFSL. The business consists of an experienced team of advisers, paraplanners and specialist support staff. People enjoy working here because the environment is collaborative, knowledgeable and supportive, with a strong focus on delivering high‑quality financial advice.

How to Apply
Click APPLY or contact Rohan Dooley via email rohan@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.
  
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