Our client is a successful and well-established professional services firm providing accounting and financial planning solutions to a diverse client base. With a strong reputation and a supportive team culture, they are committed to delivering quality advice and helping their clients achieve better financial outcomes.
An exciting opportunity is now available for an experienced Paraplanner to join their financial planning team either in office or in a remote capacity. You will work closely with a team of experienced advisers, supporting the development of high-quality financial advice and contributing to strategy outcomes for clients.
Benefits:
- Join a reputable and growing financial planning team
- Work remotely with the support of an experienced adviser team
- Collaborate with skilled financial advisers on complex advice strategies
- Enjoy a role focused on quality advice and client outcomes
- Access ongoing training, mentoring and professional development opportunities
- Opportunity to build a long-term career within a supportive organisation
- Opportunity to work entirely remote
Tasks and responsibilities:
- Prepare several SOA's and ROA's a week
- Support advisers with strategy development and advice preparation
- Conduct research and analysis to support client recommendations
- Ensure advice documents meet quality, compliance and regulatory standards
- Maintain accurate records and workflow management within Xplan
- Collaborate with advisers to deliver efficient and tailored client solutions
About you:
- 2+ years’ experience working as a Paraplanner within financial planning
- Strong understanding of financial planning strategies and advice processes
- Experienced preparing high-quality SOAs and supporting adviser teams
- Confident using Xplan or similar financial planning software
- Detail-oriented with strong analytical and research skills
- Looking to build a long-term career as a qualified Paraplanner
How to apply:
If you're interested please apply via this ad or send your CV to Rohan Dooley at *@bentleyrecruitment.com.au
If you would like to discuss this or other opportunities, please call Rohan on 07 3229 8*** For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
Please note only successful candidates will be contacted.