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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Perks 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 Qualified 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 team-oriented 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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J-18808-Ljbffr
📌 Paraplanner/associate Adviser Queensland (Australia)
🏢 Bentley
📍 Australia
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