Paraplanner Insurance Admin

Key Responsibilities

• Prepare simple and clear advice documents (SOAs/ROAs) for personal insurance.
• Compare and research insurance options for clients.
• Assist with insurance applications from start to finish.
• Work with insurers, underwriters, and clients to gather information.
• Organise medical checks, financial forms, and follow-up documents for applications.
• Keep client files and records up to date in our systems.
• Support the adviser with general administration and insurance tasks.

Experience

• Experience with personal insurance such as:
  • Income protection
  • Mortgage protection
  • Health insurance
  • Life, TPD, and Trauma
• Good understanding of insurance products and basic underwriting.
• Strong attention to detail and good communication skills.
• Ability to stay organised and manage multiple tasks.
• Experienc...