About the role
Our client is a growing, self-licensed financial advice firm seeking a Paraplanner to support a team of advisers delivering high quality strategic advice. This is predominantly a paraplanning focused role with exposure to complex client strategies, research, modelling and advice preparation. Ideal for either a career paraplanner or someone seeking future career progression opportunities in financial planning.
- Prepare simple, standard and complex SOAs
- Conduct strategy, product and technical research
- Build projections using Xplan Xtools
- Peer review advice documents
- Model superannuation, retirement and investment scenarios
Skills & Experience
- Previous experience in financial planning as a paraplanner
- Strong Xplan skills, including Xtools proficiency
- Relevant qualifications is ideal (not mandatory)
- Strong technical knowledge across wealth strategies
- Strong attention to detail
Advantages
- KPI based discretionary bonus structure
- Flexible start and finish times
- Structured training and development pathways
- Career progression opportunities within a growing firm
About the company Our client is a well-established financial advice business with more than 15 years of success and a growing national footprint. With over 100 employees across multiple offices, they provide holistic fee for service advice to a diverse client base, including professionals, business owners, families and high-net-worth clients.
The business is continuing to expand through acquisition and organic growth, with a clear vision to become a leading national advice firm.
How to apply
Click APPLY or contact Scott Munro on [0468 496 046](tel:0468 496 046) for a confidential discussion. You can also email your resume to
[email protected].
Please note only shortlisted candidates will be contacted.
📌 Paraplanner (Brisbane)
🏢 Bentley Recruitment
📍 Brisbane