Job Description

About the role

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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.

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- Prepare simple, standard and complex SOAs
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- Conduct strategy, product and technical research
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- Build projections using Xplan Xtools
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- Peer review advice documents
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- Model superannuation, retirement and investment scenarios
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Skills & Experience

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- Previous experience in financial planning as a paraplanner
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- Strong Xplan skills, including Xtools proficiency
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- Relevant qualifications is ideal (not mandatory)
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- Strong technical knowledge across wealth strategies
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- Strong attention to detail
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Benefits

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- KPI based discretionary bonus structure
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- Flexible start and finish times
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- Structured training and development pathways
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- Career progression opportunities within a growing firm
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About the company

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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.

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The business is continuing to expand through acquisition and organic growth, with a explicit vision to become a leading national advice firm.

📌 Paraplanner (City of Gold Coast)
🏢 Bentley Recruitment
📍 City of Gold Coast