About the role Deliver high-quality SOAs and ROAs, research strategies, and collaborate with Advisers to achieve outstanding client outcomes. Work autonomously in a professional, supportive team environment.
Key responsibilities
Prepare comprehensive SOAs and ROAs with strategic recommendations
Conduct research and financial modelling for tailored advice
Collaborate closely with Advisers to optimise client strategies
Contribute to a professional, friendly paraplanning team
Skills & Experience
5+ years’ experience as a Paraplanner
Relevant qualifications completed or in progress
Strong technical skills in complex strategies
Xplan proficiency highly regarded
Analytical mindset with excellent attention to detail
Benefits
Salary of up to $120k + super
Ongoing training and clear career development
Supportive team culture with monthly social events
Early finish last Friday of every month
On-site and off-street parking
About the company / Culture Located in Brisbane’s southern suburbs, this firm is known for holistic financial planning in insurance, super, and wealth management. Their collaborative, caring culture values professional excellence, teamwork, and client-first service, making it a great place to grow your career.
How to apply Click APPLY, or send your resume to Scott Munro at scott@bentleyrecruitment.com.au. For a confidential discussion, call 0468 496 046.
Please note, only shortlisted candidates will be contacted.
