Bentleys Victoria is seeking a Senior Paraplanner to lead end-to-end advice preparation for clients, coordinating with advisers and offshore paraplanning resources. In this role you will review client meetings, translate strategy into paraplanning instructions, oversee SOA and ROA drafting, and ensure accuracy, compliance and high-quality outcomes across onshore and offshore teams.
You will own QA, workflow visibility, and process improvements while collaborating with the executive team to