About the role

We’re seeking an experienced Paraplanner to support a growing financial planning team based in Canberra. You’ll work closely with advisers and an experienced paraplanner to deliver high-quality advice documents and client outcomes. 

Key responsibilities include:

• Prepare SOA's, ROA's and strategy documents
• Create client service agreements and working papers
• Support strategy analysis and adviser recommendations
• Attend client meetings and strategy discussions if desired
• Collaborate with advisers and support staff
• Maintain accurate client records in Xplan

Skills & Experience

• Strong experience as a paraplanner in an Australian financial planning firm
• SOA and ROA preparation skills
• Experience writing plans for holistic advice strategies
• Sound technical knowledge
• Proficient with Xplan 

Benefits

• Flexible daily start and finish times
• Hybrid work options after onboarding  
• Career pathway to Professional Year and financial adviser role (also open to career paraplanners)
• Mentorship, progression and future equity potential

About the Company/Culture

This boutique financial services firm provides holistic financial advice, accounting, SMSF, lending and insurance solutions to a diverse client base across Australia. The team combines big-firm expertise with a highly personalised and relationship-driven approach.

People enjoy working here because the environment is supportive, flexible and genuinely client centric. The team values humility, collaboration and long-term relationships over sales-driven behaviour, with strong opportunities for development and career growth.

How to apply

If you're interested please send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs