Senior Paraplanner — Strategy-Driven for HNW Clients, Hybrid

Bentley; Brisbane; Sur place; AUD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Mentoring and technical development

Collaborative team environment

Flexible start and finish times

One WFH day per week after probation

Résumé du poste

Bentley is seeking an experienced Paraplanner to join our CBD-based financial planning team serving high-net-worth clients. You will engage in strategy development, research and modelling, collaborating with advisers to craft tailored solutions for complex client circumstances.

We offer mentoring, ongoing technical development, a collaborative culture and flexible start/finish times, plus one work-from-home day per week after probation.

Qualifications

• Paraplanning experience in a financial planning practice.
• Strong technical knowledge of holistic financial planning strategies.
• Experience with superannuation, investments, retirement and risk advice.
• Exposure to SMSFs, trusts, estate planning and entity structures advantageous.
• Proficient in Xplan and financial planning software.

Responsabilités

• Develop and model complex financial planning strategies for high‑net‑worth clients.
• Prepare comprehensive SOAs and ROAs across a range of advice areas.
• Conduct detailed research, calculations and scenario modelling.
• Analyse client structures including trusts, SMSFs and multiple entities.
• Collaborate with advisers in strategy discussions and recommendation development.

Connaissances

Paraplanning experience

Holistic financial planning

Superannuation & retirement

SMSFs & trusts

Xplan proficiency

Outils

Xplan

Description du poste

Bentley is seeking an experienced Paraplanner to join our CBD-based financial planning team serving high-net-worth clients. You will engage in strategy development, research and modelling, collaborating with advisers to craft tailored solutions for complex client circumstances.

We offer mentoring, ongoing technical development, a collaborative culture and flexible start/finish times, plus one work-from-home day per week after probation.