Senior Paraplanner

Bentleys (Victoria) Pty Ltd; Melbourne; Vor Ort; AUD 90.000 - 120.000; Vollzeit

Zusammenfassung

Bentleys Victoria is seeking a Senior Paraplanner to lead end-to-end advice preparation for clients, coordinating with advisers and offshore paraplanning resources. In this role you will review client meetings, translate strategy into paraplanning instructions, oversee SOA and ROA drafting, and ensure accuracy, compliance and high-quality outcomes across onshore and offshore teams.

You will own QA, workflow visibility, and process improvements while collaborating with the executive team to

Qualifikationen

• Minimum 5 years' experience in senior paraplanning or advice preparation.
• Strong knowledge of the end-to-end advice process.
• Advanced XPLAN experience.
• Demonstrated experience preparing and reviewing SOAs and ROAs.
• Strong technical capability across superannuation, retirement planning, investments and cashflow modelling.
• Experience working with or managing offshore paraplanning resources.
• Proficiency in Microsoft 365 and workflow technologies desirable.

Aufgaben

• Coordinate strategy implementation, technical analysis, research, modelling and advice document preparation with advisers and offshore paraplanning team.
• Manage end-to-end advice preparation process following client meetings and interpret objectives for drafting.
• Oversee preparation of comprehensive advice documents and ensure accuracy and compliance.
• Review and provide feedback on offshore paraplanning work to maintain consistency and quality.
• Maintain accountability for final advice quality and client outcomes, while improving processes and workflows.

Kenntnisse

Senior paraplanning

End-to-end advice process

Offshore coordination

Attention to detail

Tools

XPLAN

Microsoft 365

Workflow technologies

Jobbeschreibung

Bentleys (Victoria) Pty Ltd – Melbourne VIC

Bentleys Victoria is a purpose driven Top 12 AFR firm. We are a family of 250+ employees working to deliver exceptional financial solutions that contribute to the success of our people and clients.

The Opportunity

Senior Paraplanning Manager

Working closely with advisers and our offshore paraplanning team, you will coordinate strategy implementation, technical analysis, research, modelling and advice document preparation. This is an opportunity for a senior professional who enjoys technical work, process ownership and driving quality outcomes for both clients and advisers

About the Role

As a Senior Paraplanner, you will be responsible for managing the end to end advice preparation process following client meetings. You will work closely with advisers to interpret client objectives, confirm strategic direction and oversee the preparation of comprehensive advice documents.

You will act as the central point of coordination between advisers, paraplanners and technical resources, ensuring advice is delivered accurately, efficiently and to the highest professional standards.

• Review client meeting notes and identify objectives, agreed actions and information requirements.
• Work collaboratively with advisers to clarify strategy and define technical requirements.
• Translate strategy discussions into clear and actionable paraplanning instructions.
• Prepare the SOA request and manage drafting across onshore and offshore paraplanning resources.

Technical Research & Analysis

• Coordinate product research and provider information requests.
• Prepare and review technical calculations, modelling and strategy assumptions.
• Complete or oversee cashflow modelling, superannuation projections and strategy analysis.
• Ensure technical accuracy and compliance across all advice documentation.

Quality Assurance & Workflow Management

• Conduct detailed reviews of advice documents, calculations and modelling outputs.
• Maintain visibility over advice workflow, priorities and delivery deadlines.
• Identify process improvements that enhance efficiency and advice quality.
• Minimise adviser rework through strong quality control and attention to detail.

Offshore Team Coordination

• Prepare comprehensive briefs and technical instructions for offshore paraplanners.
• Review and provide feedback on offshore work to ensure consistency and accuracy.
• Support capability development through coaching, template improvements and quality review.
• Maintain accountability for final advice quality and client outcomes.

To Be Successful

You are an experienced Senior Paraplanner or advice professional with a strong understanding of the financial planning process and a passion for delivering high-quality advice.

We are looking for:

• Minimum 5 years' experience in senior paraplanning, advice preparation or a similar financial planning role.
• Strong knowledge of the end-to-end advice process.
• Advanced XPLAN experience.
• Demonstrated experience preparing and reviewing SOAs and ROAs.
• Strong technical capability across superannuation, retirement planning, investments and cashflow modelling.
• Experience working with or managing offshore paraplanning resources.
• Proficiency in Microsoft 365 and workflow technologies desirable

The Benefits

Complemented by a deeply supportive team and a values-led culture. You will have exposure to the Executive Team, access to learning and development opportunities, and the chance to help shape a feedback-rich, growth-oriented employee experience.

As a purpose-driven financial services firm with a long-standing reputation for care, ethics and impact, Bentleys Victoria provides a rewarding environment for someone who values autonomy, collaboration and clarity.