Are you a seasoned administration professional seeking to grow your career in insurance advice? We have an exciting opportunity for an experienced Adviser Assistant/Paraplanner (Insurance Paraplanner) to join our team.
The successful candidate will provide support to a Life insurance adviser based in NSW, assisting with new business growth, paraplanning, research, and quotation procurement. Responsibilities include:
* New business development: Paraplanning/research support
* Obtaining quotations from reputable insurers
* Assistance with Statement Of Advice document preparation
* Following up outstanding medical requirements
This role offers a chance to learn from highly experienced specialists, work in a focused and supportive environment, and develop your advice career.
To be successful in this role, you should possess 2-3 years of experience in a Paraplanning or Administration position, Xplan proficiency, SOA/ROA preparation skills, excellent communication skills, and Microsoft Teams, Word, Excel, and Outlook proficiency.
Besides these requirements, the ideal candidate will demonstrate strong organizational skills, attention to detail, and a proactive approach to achieving goals.