The company:
Our client is a leading Financial Planning and Accounting business based in Toowoomba. Being in operation for over 40 years, this business provides a complete holistic service to their client base, which span all throughout Queensland.

The role:
With continual growth in their financial services division, they are seeking an experienced Paraplanner / Associate Adviser to join their team. You will be primarily supporting and assisting the financial planners with their clients and preparation of advice. Your focus will be based around advice strategies. This role is ideal for an enthusiastic, self-motivated and efficient professional looking to grow and develop their skillset within the industry.

The Benefits

Strong focus on training and development
Active social club with monthly events
Monthly RDO
Flexible hours & work-life balance
WFH can be offered after a settling in period

Roles & Responsibilities

Develop advice strategies and discuss with financial advisers
Complete product research
Attend client meetings and be mentored by Financial Planners
Ensure all advice documents adhere to licensee compliance standards
Timely follow ups with clients

About You

Experienced paraplanner or associate adviser within a financial planning business
Have a great knowledge of investments, superannuation, tax, debt management, structures, estate planning, insurance and compliance
Ability to build and maintain relationships
Experienced with XPLAN software
Excellent time management skills

How to apply:
Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au

Please note, only shortlisted candidates will be contacted.