About the Firm Located in the Southern Suburbs of Brisbane, this firm has built a strong reputation for delivering holistic financial planning services, including insurance, superannuation, and wealth management. With a supportive, friendly culture and a focus on professional excellence, they offer a workplace that values collaboration and client care.
The Role: As a Senior Paraplanner, you will be an integral part of the financial planning team, working autonomously to support the Advisers by delivering high-quality financial strategies and documentation.
Key Responsibilities:
Prepare comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs).
Conduct in-depth research and financial modelling to support recommendations.
Collaborate with the Financial Advisers to ensure the best outcomes for clients.
Work alongside a team of experienced Paraplanners in a professional yet friendly environment.
About You:
5+ years experience as a Paraplanner.
Completed or working towards completing relevant qualifications in Financial Planning.
Extensive experience as a Paraplanner, ideally in complex strategy development.
Proficiency in Xplan is highly advantageous.
Ability to work independently while being an active part of a close-knit team.
Strong technical skills, analytical mindset, and attention to detail.
Benefits & Perks:
Competitive salary package of $90k - $120k + super.
Regular training opportunities and career development support.
Work in a collaborative and social environment with a strong team culture.
Monthly social events and a company-sponsored social club.
Early finish on the last Friday of each month.
On-site and additional off-street parking provided.
How to Apply Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion.
Please note, only shortlisted candidates will be contacted.
