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Full-time Email Us Paraplanner

at Offshore Intelligence (Anywhere)
Published at Nov 26, 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

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Published at Nov 26, 2020
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