para planner(Anywhere)
Salary: Agreement
Work form: Full time
Posting Date: 08/11/2025
Deadline: 26/12/2020
KEY RESPONSIBILITIES
● Complete insurance needs analysis and prepare insurance quotes
● Maintenance of member files, data collection and implementation
● Conduct risk researchers
● Present proposals to client
● Produce ad hoc SOA's and ROA's
QUALIFICATION
● College degree (Preferably related to Finance/ Commerce/ Financial
Planning)
● At least 1 year experience as a Paraplanner for an Australian
● Knowledge of Australian financial planning environment; superannuation,
tax,insurance, regulatory requirements.
● Experience working with paraplanning software(s) (i.e. Xplan, Xtools+ modelling, Wealth Solver & Risk Researcher, FLEX)
Benefits
- Exciting Salary Package
- HMO Coverage + 1 Free Dependent
- 20 Leave Credits annually
- Open to Work from Home Set-up (Basic Requirement: fast, stable and unlimited internet connection)
- A fun working culture, with an excellent team well-being program
● Complete insurance needs analysis and prepare insurance quotes
● Maintenance of member files, data collection and implementation
● Conduct risk researchers
● Present proposals to client
● Produce ad hoc SOA's and ROA's
QUALIFICATION
● College degree (Preferably related to Finance/ Commerce/ Financial
Planning)
● At least 1 year experience as a Paraplanner for an Australian
● Knowledge of Australian financial planning environment; superannuation,
tax,insurance, regulatory requirements.
● Experience working with paraplanning software(s) (i.e. Xplan, Xtools+ modelling, Wealth Solver & Risk Researcher, FLEX)
Benefits
- Exciting Salary Package
- HMO Coverage + 1 Free Dependent
- 20 Leave Credits annually
- Open to Work from Home Set-up (Basic Requirement: fast, stable and unlimited internet connection)
- A fun working culture, with an excellent team well-being program
Submit profile
(Anywhere)
About the company
Position para planner recruited by the company (Anywhere) at , Joboko automatically collects the salary of , finds more jobs on Paraplanner or (Anywhere) company in the links above