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 good 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




- Robust 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.
- Opportunities for international secondments.
- Casual Fridays
- Generous referral bonus program.

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

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