About the role We’re seeking an experienced Paraplanner to support a growing financial planning team based in Canberra. You’ll work closely with advisers and an experienced paraplanner to deliver high-quality advice documents and client outcomes. Key responsibilities include: Prepare SOA's, ROA's and strategy documents Create client service agreements and working papers Support strategy analysis and adviser recommendations Attend client meetings and strategy discussions if desired Collaborate with advisers and support staff Maintain accurate client records in Xplan Skills & Experience Strong experience as a paraplanner in an Australian financial planning firm SOA and ROA preparation skills Experience writing plans for holistic advice strategies Sound technical knowledge Proficient with Xplan Benefits Flexible daily start and finish times Hybrid work options after onboarding Career pathway to Professional Year and financial adviser role (also open to career paraplanners) Mentorship, progression and future equity potential About the Company/Culture This boutique financial services firm provides holistic financial advice, accounting, SMSF, lending and insurance solutions to a diverse client base across Australia. The team combines big-firm expertise with a highly personalised and relationship-driven approach. People enjoy working here because the environment is supportive, flexible and genuinely client centric. The team values humility, collaboration and long-term relationships over sales-driven behaviour, with strong opportunities for development and career growth. How to apply If you're interested please send your CV to Ben Sultmann at bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
