para planner(Anywhere)
Salary: Agreement
Work form: Full time
Posting Date: 12/11/2025
Deadline: 04/03/2021
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
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
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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
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
Share
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About the company
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About the company