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 solid 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 ••••@bentleyrecruitment.com.au
If you would like to discuss this or other opportunities, please call Ben on 07 •••• •020.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs