Paraplanner - Part-Time

About the role

Join a close-knit, high-performing advice team supporting experienced advisers and their loyal client base. You’ll play a hands‑on role across paraplanning and client support, working closely with the advisers and associate team.

Key responsibilities

• Produce SOAs and ROAs (approx. 1 SOA per week)
• Complete research and financial modelling
• Manage and liaise with an offshore paraplanner
• Attend client meetings to support advice delivery
• Assist with implementation, review packs, and office support
• Contribute to smooth workflow and exceptional client outcomes

Skills & Experience

Benefits

About the company / Culture

Established in 2015, this boutique advice group is known for exceptional service, transparent relationships, and long‑term client partnerships. Recognised among Australia’s Top 50 Advisers, they provide holistic financial advice to HNW clients.

People enjoy working here because it’s a driven team that works collaboratively, supports one another, and maintains a strong work / life balance.

How to apply

Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.

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