Bentleys (Victoria) Pty Ltd in Melbourne is seeking a highly organized Paraplanner to support our financial advisers in crafting tailored financial plans for clients.
You will conduct investment research, prepare reports and presentations, analyze client data, and work closely with advisers to implement strategies while maintaining regulatory compliance and delivering exceptional service.
Paraplanner: Financial Plans, Research & Client Analytics in Melbourne employer: Bentleys (Victoria) Pty Ltd
Bentleys Victoria is an exceptional employer, offering a supportive and values-driven culture that prioritises employee growth and collaboration. As a Senior Paraplanner, you will benefit from direct exposure to the Executive Team and access to extensive learning opportunities, all while contributing to a firm renowned for its ethical practices and commitment to delivering high-quality financial solutions. This role not only allows for autonomy in your work but also fosters a feedback-rich environment where your contributions are valued and recognised.
Contact Details:
Bentleys (Victoria) Pty Ltd Recruitment Team
