PARAPLANNERS

PARAPLANNERS

INDUSTRY-LEADING BENEFITS

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competitive-salary-1-1
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HMO Day 1 w/ Dental + FREE 3 Dependents

Competitive Salary

Fixed Weekends Off

Day Shift

2-Week Paid Christmas Break

INDUSTRY-LEADING BENEFITS

hmo-white-2-1

HMO Day 1 w/ Dental + FREE 3 Dependents

competitive-salary-1-1

Competitive Salary

fixed-weekends-1-1

Fixed Weekends Off

day-shift-icon-1-1

Day Shift

2-week-christmas-break-1-1

2-Week Paid Christmas Break

ABOUT THE ROLE

The Paraplanner’s role is to provide support to Financial Advisers through the offering of financial planning quotes, completing fact-find documents, telephone enquiries and, managing databases to ensure compliance with FSRA, etc.

IDEAL CANDIDATE

  • Minimum of 1-year paraplanning experience
  • RG 146 is a plus
  • Required software expertise: Xplan and/or Adviser Logic
  • Knowledge of other software is a plus

TASKS AND RESPONSIBILITIES

  • Providing quotes for either Risk and/or Financial Planning SoA
  • Conducting product cost comparison for Superannuation, Pension, and Investments
  • Completing fact find documents
  • Generating new business income from risk insurance and superannuation advice this financial year.
  • Updating client paper and electronic files, ensuring that they are compliant
  • Ensuring that advice provided is within the compliance parameters set out by ASFL
  • Liaising with fund managers, administrators, and life companies regarding client’s affairs
  • Assisting with research into client recommendations
  • Ensuring work practices meet FSRA guidelines
  • Got some questions? Check out our FAQs post!

Fast-track your career with a fast-growing company.

Copyright ©2020 VA Platinum Pty Ltd. All rights reserved.

Copyright ©2020 VA Platinum Pty Ltd. All rights reserved.