About the roleOur 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 SOAsConduct strategy, product and technical researchBuild projections using Xplan XtoolsPeer review advice documentsModel superannuation, retirement and investment scenariosSkills & ExperiencePrevious experience in financial planning as a paraplannerStrong Xplan skills,



including Xtools proficiencyRelevant qualifications is ideal (not mandatory)Strong technical knowledge across wealth strategiesStrong attention to detailBenefitsKPI based discretionary bonus structureFlexible start and finish timesStructured training and development pathwaysCareer progression opportunities within a growing firmAbout the companyOur 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 explicit vision to become a leading national advice firm.
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📌 Paraplanner (Adelaide)
🏢 Bentley Recruitment
📍 Adelaide