Job Description
Overview
- You’re not just looking for a job — you’re looking for a career where your paraplanning skills actually make an impact.
- You know your way around risk insurance (life, TPD, trauma, income protection) and you’re confident producing advice documents advisers can genuinely trust.
- You love getting the details right, balancing compliance with efficiency, and making the advice process smoother for everyone involved.
- If you’re nodding along, we might just have your next big move.
What you’ll bring to the proverbial table
- At least 2 years’ experience in paraplanning (insurance focus is essential).
- Confidence preparing and reviewing personal insurance strategies and advice documents.
- Strong attention to detail, quality control, and compliance-minded thinking.
- Comfort using CRMs, planning tools, and document templates (and you learn new systems quickly).
- A steady, r...
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