About the opportunity:

We are partnered with a successful professional services practice located on the Gold Coast that is experiencing continued growth across their client base and team. They provide tailored financial advice, accounting and mortgage broking solutions and have been in operation for over 10 years.

Due to business growth, they are looking to hire an experienced paraplanner to join their financial planning team. They are open to Brisbane based candidates working from home up to 4 days per week (you will be required in the office for initial onboarding). You will need to work from the Gold Coast office at least 1 day per week, this is not a fully remote role.

Benefits:

Work closely with directors and management
Growing firm with room for career development
Work life balance and work from home flexibility up to 4 days per week (required in the office for initial onboarding)
Monthly RDO's
Regular morning tea provided and social events
Above market remuneration on offer

Tasks and responsibilities:

Generating high-quality SOA and ROA documents for holistic financial advice recommendations
Assist in strategy development
Complete research and projections for plans
Work closely with financial advisers and admin support
Develop client relationships and assist with ad-hoc client queries
Ensure advice documents meet all compliance requirements

About you:

5+ years of paraplanning experience
Experience writing plans for holistic advice scenarios
Strong technical and compliance knowledge
Ideally completed or working towards relevant tertiary qualifications
Strong attention to detail
Able to work cohesively as part of a collaborative team

How to apply:

If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

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

Paraplanner - Work From Home Flexibility