Paraplanner - Regional

Paraplanner, Woodend

Bentleys Victoria

Bentleys Victoria is a purpose driven Top 12 AFR firm. We are a close-knit firm of 80+ employees working to deliver exceptional financial solutions that contribute to the success of our people and clients.

About the Role

As a Paraplanner, you will:

• Assist financial advisors in creating financial plans for clients
• Conduct research on investment products and strategies
• Prepare reports and presentations for clients
• Analyse client financial data and make recommendations for investment strategies
• Collaborate with advisors to develop and implement financial plans
• Maintain client records and ensure compliance with regulatory requirements
• Provide exceptional customer service to clients

About you

You’ll be a good fit for the Paraplanner role if you have:

• Bachelor's degree in finance, accounting, or related field
• 2+ years of experience in financial planning or related field
• Strong understanding of financial planning concepts and investment products
• Excellent analytical and problem-solving skills
• Ability to work collaboratively with advisors and clients
• Strong attention to detail and organizational skills
• Excellent communication and interpersonal skills

Why join us?

• Attractive salary package and annual remuneration review.
• A flat organisation structure where you will feel empowered and connected.
• Direct access to partners and senior leaders directly contributing to your supersonic growth.
• Open feedback culture where you will receive both compliments and pointers for improvement from your team. No guessing game around your performance!
• A place where the core values are not just on the wall but lived every day in everything from our recruitment to performance appraisals.
• Early finish days on the 1st Friday of every month (goodbye weekend errands!)
• Active social club with numerous opportunities to connect with others.
• Transparent career pathways.
• Financial support for further education.
• Opportunities for international secondments.
• Casual Fridays
• Generous referral bonus program.

To apply please share your CV and Cover Letter highlighting your experiences and aspirations.

Company Overview

Please visit https://bentleysvic.com.au for more information