This is a standout opportunity for an experienced paraplanner or associate adviser to join a successful professional services firm based in Brisbane. 

Our client provides financial advice and accounting services. They offer a supportive and inclusive workplace with the opportunity to earn above market remuneration. The business is growing quickly, this is a fast paced role where you will focus on attending client meetings and managing the advice process. 

Benefits:

• Flexible working hours - choose when you start your day
• Work from home 2 days per week
• Regular social events each month
• Client services and paraplanning support provided
• Growing business with opportunities for career progression
• Professional Year mentorship

Tasks and responsibilities:

• Attend client meetings with director
• Complete file notes
• Assist with strategy development
• Submit paraplanning requests to offshore team
• Review SOA’s and ensure accuracy/compliance
• Liaise with client services for implementation of advice and assist where necessary

About you:

• 3+ years of experience as a paraplanner or associate adviser
• Experience working with holistic advice including SMSF
• Experience sitting in on client meetings and developing strategies
• Understanding of paraplanning and SOA documents
• Excellent communications skills, both written and verbal
• Able to work in a fast-paced, high-volume role

Salary is flexible depending on experience, circa $100,000 - $110,000 + super. 

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