Paraplanner: Complex Strategy & SOA Expert

Bentley Recruitment; City of Brisbane; On-site; AUD 70,000 - 90,000; Full time

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. You will contribute to the preparation of comprehensive advice packs and SOAs from Brisbane,

Qualifications

• Support advisers with research, modelling and SOA preparation for complex client strategies.

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. You will contribute to the preparation of comprehensive advice packs and SOAs from Brisbane,