About the role

Lead the paraplanning function, write SOA's and complex ROA's, and support client delivery. Manage workflow across the team while acting as a senior technical resource.

The ideal candidate can also be authorised and act as a servicing adviser, partnering closely with the Director and stepping in for client meetings on occasion. 

• Write 1-2 SOA's weekly including SMSF, LRBA, insurance and estates strategies, plus complex ROA's
• Manage paraplanning team workflow and output quality
• Provide technical assistance across strategies and plans
• Support client meetings as backup servicing adviser (preferable)

Skills & Experience

• Strong paraplanning expertise across complex strategies
• Experience with SMSF, LRBA, insurance and estate planning strategies
• Relevant tertiary level studies preferred
• Advanced SOA/ROA preparation and review skills
• Proficient in Xplan and investment platforms
• Ideally can be authorised and manage some client meetings

Benefits

• Above market remuneration: $100k – $150k + super (experience dependent)
• Clear pathway to equity within 5 years
• Exposure to HNW and complex client strategies
• Career development and ongoing training support
• Onsite parking

About the Company/Culture

Established multi-disciplinary financial services firm with a strong presence across Southeast Queensland and Northern NSW. Offering holistic advice across financial planning, accounting, legal, SMSF and wealth creation.

People enjoy working here for the collaborative, professional environment and long-standing client relationships. The team values integrity, innovation, and continuous improvement, with a strong focus on delivering exceptional client outcomes.

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