Bentleys (Victoria) Pty Ltd – Melbourne VIC

Bentleys Victoria is a purpose driven Top 12 AFR firm. We are a family of 250+ employees working to deliver exceptional financial solutions that contribute to the success of our people and clients.

About the Role

As a Senior Paraplanner you will:

- Translate adviser strategy into clear, actionable advice instructions.
- Coordinate SOA preparation, research and paraplanning resources.
- Review technical modelling, calculations and advice for accuracy and compliance.
- Manage workflow, quality and deadlines to minimise adviser rework.
- Coach offshore paraplanners and drive process and quality improvements.

About you

You’ll be a good fit for theSenior Paraplanner role if you have:

- Minimum 5 years' experience in senior paraplanning, advice preparation or a similar financial planning role.
- Strong knowledge of the end-to-end advice process.
- Advanced XPLAN experience.
- Demonstrated experience preparing and reviewing SOAs and ROAs.
- Solid technical capability across superannuation, retirement planning, investments and cashflow modelling.
- Experience working with or managing offshore paraplanning resources.
- Proficiency in Microsoft 365 and workflow technologies desirable




- 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

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

Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad .

📌 Senior Paraplanner: Strategy, Modelling (Melbourne)
🏢 Bentleys (Victoria
📍 Melbourne