Description

About the RoleJoin a growing privately owned wealth management firm as a Senior Paraplanner, supporting advisers with complex strategy development, research, modelling and advice preparation. Reporting to the leadership team and working closely with advisers, compliance and paraplanning colleagues, you'll play a key role in technical quality, team mentoring and client outcomes. ResponsibilitiesPrepare compliant SOAs and advice documentsConduct strategy research, modelling and projectionsReview technical quality and compliance outcomesSupport advisers with complex client strategiesMentor and train junior ParaplannersManage workflow priorities and service standardsSkills & Experience  Completed or working towards relevant studiesStrong Xplan and Xtools+ capabilityExperience preparing compliant advice documentsSound knowledge of legislation and complianceStrong attention to detail and team focusBenefitsKPI-based discretionary bonus structureFlexible start and finish timesStructured training and development supportStudy assistance and career developmentExposure to complex HNW and business owner clientsCollaborative and high performing team cultureJoin a business with significant national growth plansAbout the Company / CultureOur client is a well established financial advice business with over 100 employees across multiple offices. The firm delivers holistic financial advice through a fee-for-service model and supports a diverse client base, including professionals, business owners and high-net-worth families.People enjoy working here because of the genuine investment in their staff development, strong team culture and recognition of high performance. The business promotes wellbeing, collaboration and long-term career growth.How to applyClick APPLY or contact Scott Munro on 04•• ••• 046 for a confidential discussion. You can also email your resume to ••••@bentleyrecruitment.com.au.Please note only shortlisted candidates will be contacted.