Summary:

We are seeking a highly organized and detail-oriented Paraplanner to join our team. The Paraplanner will be responsible for assisting financial advisors in creating financial plans for clients. The ideal candidate will have a strong understanding of financial planning concepts and be able to work collaboratively with advisors to provide exceptional service to clients.

Responsibilities:

- Assist financial advisors in creating financial plans for clients
- Conduct research on investment products and strategies
- Prepare reports and presentations for clients
- Analyze client financial data and make recommendations for investment strategies
- Collaborate with advisors to develop and implement financial plans




- Maintain client records and ensure compliance with regulatory requirements
- Provide exceptional customer service to clients

Qualifications:

- Bachelor’s degree in finance, accounting, or related field
- 2+ years of experience in financial planning or related field
- Strong understanding of financial planning concepts and investment products
- Excellent analytical and problem-solving skills
- Ability to work collaboratively with advisors and clients
- Robust attention to detail and organizational skills
- Excellent communication and interpersonal skills

📌 Paraplanner (Melbourne)
🏢 Bentleys
📍 Melbourne