Job Description

About the role n

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.

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- Prepare SOA's and supporting advice documents
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- Attend client meetings with Senior Advisers
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- Assist with strategy research and modelling
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- Manage client follow-up and oversee implementation tasks
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- Maintain accurate records and workflows in Xplan
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Skills & Experience nn
- 2+ years of experience as a Paraplanner or Associate Adviser
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- Strong SOA writing capability
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- Experience attending client meetings and developing holistic advice strategies
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- Xplan experience essential
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- Robust written and verbal communication skills
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Benefits nn
- Mentorship from experienced Senior Advisers
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- Exposure to complex client strategies
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- Ongoing training and career progression
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- Future Professional Year mentorship
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- Friendly and supportive team culture
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About the Company/Culture n

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.

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People enjoy working here because of the collaborative and social environment. The team is professional 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 (Queensland)
🏢 Bentley
📍 Queensland