About the role

Join a growing financial planning team supporting Senior Advisers across a broad and complex client base. You’ll assist with strategy development, prepare advice documents and attend client meetings while building your long-term career in financial advice.

• Prepare SOA's and supporting advice documents
• Attend client meetings with Senior Advisers
• Assist with strategy research and modelling
• Manage client follow-up and oversee implementation tasks
• Maintain accurate records and workflows in Xplan

Skills & Experience

• 2+ years of experience as a Paraplanner or Associate Adviser
• Strong SOA writing capability
• Experience attending client meetings and developing holistic advice strategies
• Xplan experience essential
• Strong written and verbal communication skills

Benefits

• Mentorship from experienced Senior Advisers
• Exposure to complex client strategies
• Ongoing training and career progression
• Future Professional Year mentorship
• Friendly and supportive team culture

About the Company/Culture

This established advisory business has been supporting clients for over 40 years across financial planning, accounting and insurance services. The business works with a diverse client base, from retail investors through to high-income professionals and complex family groups.

People enjoy working here because of the collaborative and social environment. The team is professional while maintaining a genuine family feel, with strong mentoring, hands-on learning and long-term career development on offer.

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