Wealth Planning Assistant (Advice & Client Support) (Brisbane)

Wealth Planning Assistant (Advice & Client Support) (Brisbane)

19 Aug
|
Bentleys
|
Brisbane

19 Aug

Bentleys

Brisbane

Bentleys Wealth & Financial Services is seeking an Advice Associate in Brisbane CBD to support financial advisers, paraplanners and the operations team. You’ll help prepare for client meetings, gather information and coordinate SOAs/ROAs, while gaining hands‑on exposure to strategy development and adviser support.

The role offers hybrid/adaptable work, ongoing training and an established client base to build your career in financial planning.

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📌 Wealth Planning Assistant (Advice & Client Support) (Brisbane)
🏢 Bentleys
📍 Brisbane

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