Senior Paraplanner

Senior Paraplanner, Hawthorn

Bentleys Victoria

Bentleys Victoria is a purpose driven Top 12 AFR firm. We are a family of 250+ employees working to deliver exceptional financial solutions that contribute to the success of our people and clients.

About the Role

As a Senior Paraplanner you will:

• Translate adviser strategy into clear, actionable advice instructions.
• Coordinate SOA preparation, research and paraplanning resources.
• Review technical modelling, calculations and advice for accuracy and compliance.
• Manage workflow, quality and deadlines to minimise adviser rework.
• Coach offshore paraplanners and drive process and quality improvements.

 About you

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

• Minimum 5 years’ experience in senior paraplanning, advice preparation or a similar financial planning role.
• Strong knowledge of the end-to-end advice process.
• Advanced XPLAN experience.
• Demonstrated experience preparing and reviewing SOAs and ROAs.
• Strong technical capability across superannuation, retirement planning, investments and cashflow modelling.
• Experience working with or managing offshore paraplanning resources.
• Proficiency in Microsoft 365 and workflow technologies desirable

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.