Bentleys (Victoria) Pty Ltd - Melbourne VIC
We are seeking a highly organized and detail-oriented Paraplanner to join our team. The Paraplanner will be responsible for assisting financial advisors in creating financial plans for clients. The ideal candidate will have a strong understanding of financial planning concepts and be able to work collaboratively with advisors to provide exceptional service to clients.
Responsibilities
- Assist financial advisors in creating financial plans for clients
- Conduct research on investment products and strategies
- Prepare reports and presentations for clients
- Analyze 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
Qualifications
- 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
Paraplanner 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
