About the role

Join a growing financial planning team supporting Senior Advisers across a broad and complex client base. You’ll assist with strategy development, prepare advice documents and attend client meetings while building your long-term career in financial advice.
Prepare SOA's and supporting advice documents
Attend client meetings with Senior Advisers
Assist with strategy research and modelling
Manage client follow-up and oversee implementation tasks
Maintain accurate records and workflows in Xplan

Skills & Experience
2+ years of experience as a Paraplanner or Associate Adviser
Robust SOA writing capability
Experience attending client meetings and developing holistic advice strategies
Xplan experience essential
Strong written and verbal communication skills

Advantages
Mentorship from experienced Senior Advisers




Exposure to complex client strategies
Ongoing training and career progression
Future Professional Year mentorship
Friendly and supportive team culture

About the Company/Culture

This established advisory business has been supporting clients for over 40 years across financial planning, accounting and insurance services. The business works with a diverse client base, from retail investors through to high-income professionals and complex family groups.

People enjoy working here because of the collaborative and social environment. The team is skilled while maintaining a genuine family feel, with strong mentoring, hands-on learning and long-term career development on offer.
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📌 Paraplanner/associate Adviser Brisbane City
🏢 Bentley
📍 Brisbane