About the role

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 setting. The team is professional while maintaining a genuine family feel, with strong 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 [email protected]

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

📌 Paraplanner/Associate Adviser (Australia)
🏢 Bentley Recruitment
📍 Australia