Paraplanner

Bentley Recruitment; Adelaide; On-site; AUD 65,000 - 95,000; Full time

Benefits offered by this job

KPI based discretionary bonus

Flexible start and finish times

Structured training and development

Career progression opportunities

Job summary

Our client, a growing self-licensed financial advice firm, is seeking a Paraplanner to support a team of advisers delivering high quality strategic advice. This role is paraplanning–focused with exposure to complex client strategies, research, modelling and advice preparation.

You will work on simple through to complex SOAs, perform strategy and product research, build projections, peer review documents and model superannuation and retirement scenarios.

Qualifications

• Previous experience in financial planning as a paraplanner.
• Strong knowledge of Xplan and Xtools.
• Relevant qualifications ideal but not mandatory.
• Strong technical knowledge across wealth strategies.
• Strong attention to detail.

Responsibilities

• Prepare simple, standard and complex SOAs.
• Conduct strategy, product and technical research.
• Build projections using Xplan Xtools.
• Peer review advice documents.
• Model superannuation, retirement and investment scenarios.

Skills

Paraplanning experience

Xplan proficiency

Wealth strategies knowledge

Attention to detail

Strong technical skills

Tools

Xplan

Xtools

Job description

About the role

Our client is a growing, self-licensed financial advice firm seeking a Paraplanner to support a team of advisers delivering high quality strategic advice. This is predominantly a paraplanning focused role with exposure to complex client strategies, research, modelling and advice preparation. Ideal for either a career paraplanner or someone seeking future career progression opportunities in financial planning.

• Prepare simple, standard and complex SOAs
• Conduct strategy, product and technical research
• Build projections using Xplan Xtools
• Peer review advice documents
• Model superannuation, retirement and investment scenarios

Skills & Experience

• Previous experience in financial planning as a paraplanner
• Strong Xplan skills, including Xtools proficiency
• Relevant qualifications is ideal (not mandatory)
• Strong technical knowledge across wealth strategies
• Strong attention to detail

Benefits

• KPI based discretionary bonus structure
• Flexible start and finish times
• Structured training and development pathways
• Career progression opportunities within a growing firm

About the company

Our client is a well-established financial advice business with more than 15 years of success and a growing national footprint. With over 100 employees across multiple offices, they provide holistic fee for service advice to a diverse client base, including professionals, business owners, families and high-net-worth clients.

The business is continuing to expand through acquisition and organic growth, with a clear vision to become a leading national advice firm.