Paraplanner: Complex Strategy & SOA Expert

Bentley Recruitment; City of Brisbane; On-site; AUD 65,000 - 100,000; Full time

Benefits offered by this job

Bonus structure

Flexible hours

Training & development

Career progression

Job summary

Bentley Recruitment is assisting a growing self-licensed financial advice firm to recruit a Paraplanner. You will support a team of advisers delivering high-quality strategic advice across complex client strategies, research, modelling and advice preparation.

This role is ideal for a career paraplanner or someone seeking future progression in financial planning within a supportive, expanding environment.

Qualifications

• Experience as a paraplanner in financial planning.
• Strong Xplan skills and Xtools proficiency.
• Qualifications are ideal but not mandatory.
• Solid technical knowledge across wealth strategies.
• Excellent 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 Xtools

Attention to detail

Wealth strategies knowledge

Research skills

Education

Diploma in Financial Planning

Tools

Xplan

Job description

Bentley Recruitment is assisting a growing self-licensed financial advice firm to recruit a Paraplanner. You will support a team of advisers delivering high-quality strategic advice across complex client strategies, research, modelling and advice preparation.

This role is ideal for a career paraplanner or someone seeking future progression in financial planning within a supportive, expanding environment.