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)
- Solid technical knowledge across wealth strategies
- Strong attention to detail





Benefits

- 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.

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📌 Paraplanner (South Australia)
🏢 Bentley Recruitment
📍 South Australia