Paraplanner/Associate Adviser

About the role

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.

• Prepare SOA's and supporting advice documents
• Attend client meetings with Senior Advisers
• Assist with strategy research and modelling
• Manage client follow-up and oversee implementation tasks
• Maintain accurate records and workflows in Xplan

Skills & Experience

• 2+ years of experience as a Paraplanner or Associate Adviser
• Strong SOA writing capability
• Experience attending client meetings and developing holistic advice strategies
• Xplan experience essential
• Strong written and verbal communication skills

Benefits

• Me...

Ready to Apply?

Submit your application today and join our talented team at Bentley Recruitment Pty Ltd.