Paraplanner

Bentley; City of Brisbane; On-site; AUD 70,000 - 110,000; Full time

Benefits offered by this job

KPI-based discretionary bonus

Flexible start & finish times

Structured training & development

Career progression opportunities

Job summary

Bentley 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 prepare SOAs, conduct strategy research, build projections in Xplan, peer review documents and model superannuation, retirement and investment scenarios. Ideal for career paraplanner or someone aiming to progress in financial planning.

Qualifications

• Paraplanning experience in financial planning.
• Strong Xplan skills and Xtools proficiency.
• Qualifications are ideal but not mandatory.
• Solid knowledge of wealth strategies and product research.
• High attention to detail in all work.

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

Financial planning knowledge

Education

Financial planning qualifications (ideal)

Tools

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.