AI Job Summary
2+ years of experience in financial planning or related field.
Experience assisting financial advisors to create financial plans for clients.
Experience researching investment products and strategies.

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Role Type

Permanent • Full time • Associate

Pay Rate

$75,000 AUD – $95,000 AUD (Annum)

Description

Paraplanner, Woodend

Bentleys Victoria

Bentleys Victoria is a purpose driven Top 12 AFR firm. We are a close-knit firm of 80+ employees working to deliver exceptional financial solutions that contribute to the success of our people and clients.

About the Role

As a Paraplanner, you will:
Assist financial advisors in creating financial plans for clients
Conduct research on investment products and strategies
Prepare reports and presentations for clients
Analyse client financial data and make recommendations for investment strategies
Collaborate with advisors to develop and implement financial plans
Maintain client records and ensure compliance with regulatory requirements
Provide exceptional customer service to clients

About you

You’ll be a positive fit for the Paraplanner role if you have:
Bachelor’s degree in finance, accounting, or related field
2+ years of experience in financial planning or related field




Strong understanding of financial planning concepts and investment products
Excellent analytical and problem-solving skills
Ability to work collaboratively with advisors and clients
Strong attention to detail and organizational skills
Excellent communication and interpersonal skills

Why join us?
Attractive salary package and annual remuneration review.
A flat organisation structure where you will feel empowered and connected.
Direct access to partners and senior leaders directly contributing to your supersonic growth.
Open feedback culture where you will receive both compliments and pointers for improvement from your team. No guessing game around your performance!
A place where the core values are not just on the wall but lived every day in everything from our recruitment to performance appraisals.
Early finish days on the 1st Friday of every month (goodbye weekend errands!)
Active social club with numerous opportunities to connect with others.
Transparent career pathways.
Financial support for further education.
Prospects for international secondments.
Casual Fridays
Generous referral bonus program.

To apply please share your CV and Cover Letter highlighting your experiences and aspirations.

📌 Paraplanner Regional Woodend (Australia)
🏢 Employment Hero
📍 Australia