Paraplanner: Complex Strategies, Flexible Hours, Growth

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

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.