Our client is situated in Brisbane CBD and has been in operation for over 20 years. They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families. Many clients have multiple entities and complex advice requirements.

There is an excellent opportunity for an experienced paraplanner to join their growing team.

Benefits:

• Successful, well established business with strong compliance and processes in place
• Work closely with highly experienced financial advisers and directors
• Excellent team culture
• Work with HNW and UHNW clients
• Exposure to complex advice scenarios with multiple entities

Tasks and Responsibilities:

• Paraplanner position supporting a team of financial advisers
• Review advice strategies
• Complete research, product comparisons and projections for plans
• Generate ROA's & SOA's for holistic financial advice recommendations
• Adhere to all compliance requirements
• Liaise with advisers and admin support
• Review advice documents generated by other paraplanners

About you:

• 3+ years of experience in a paraplanning position dealing with holistic advice
• Ideally completed or working towards relevant financial planning studies
• Previous experience working with trusts, companies and SMSF's
• Previous experience working with HNW clients will be favourable
• Xplan and Xtools experience
• Eager to learn and strong attention to detail

Salary is flexible depending on experience and qualifications - circa $90,000 - $100,000 + Super.

How to apply:

If you're interested please send your CV to Ben Sultmann at [email protected]

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs