Junior Paraplanner

About the company:
My client is a multi-faceted, boutique financial planning firm who have been in operation for over 20 years. Over this time, they have grown their team and offerings to provide their clients with a full suite of advice services. They are committed to exceeding all expectations of their clients, which are predominantly HNW clients.
About the role:
To keep up with continued growth, they are seeking a paraplanner to join their team. This role is best suited for a Senior CSO looking to take the next step in their career, or a Junior Paraplanner wanting to further develop their skills. You will receive on the job training and guidance. Your responsibilities will mainly be developing advice documents.
Duties:

• Prepare and produce SOA and ROA documents; opportunity to deal with complex and standard documents
• Complete research and modelling
• Ensure all relevant information and documents are in place
• Work collaboratively with the advisers

Skills & experience:

• Strong experience in the financial planning industry at a support level
• Understand all the fundamentals in financial planning
• Relevant degree or qualifications are desirable
• Experience with financial planning software (Xplan/Adviser Logic)
• Attention to detail; ability to adapt and learn

Benefits:

• Flexible working arrangements - WFH and flexible start and finish times after a settling in period
• Social activities with the team
• Early finish Fridays
• On the job training provided
• Career progression and support - Professional Year or Paraplanning Manager

How to apply:
Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au
Please note, only shortlisted candidates will be contacted.