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Paraplanner Work From Office (Wfo)/ Work From Home

Paraplanner Work From Office (Wfo)/ Work From Home
Company:

Cloudstaff



Job Function:

Finance

Details of the offer

**JR-7618: Paraplanner | Work From Office (WFO)/ Work From Home (WFH)**Take off towards a better career! Be a Paraplanner at Cloudstaff and work with our industry-leading global clients.- Data entry of CRM and double checking of data entry on CRM- Doing research for insurance, super, investment and pension- Calculating the insurance cover level amounts of the client- Formulating the final insurance recommendation- Making an SOA request for paraplanning through discussion with FP- SOA and ROA production with advice areas ranging from Super, Insurance, Cashflow and Debt Management, Investment, SMSF and Gearing**Salary Range**To be discussed**Work Setup**- Work From Home- Morning Shift**Qualification**Experience in:- Clients and Fee Disclosure Statements- AU Financial Planning- AU Superannuation/SMSF- AU Insurance- AU Investments Strategy- AU Record of Advice- AU Insurance Quotation**WHY WILL YOU LOVE WORKING WITH CLOUDSTAFF?**Cloudstaff is a company that supports and empowers its people. We have an in-house Professional Training team that facilitates regular training programs, allowing staff to continually advance in their respective careers.**Perks and Benefits**? Competitive salary package and benefits? Fun and extravagant online and live events? Relaxation and recreational facilities? Overflowing quarterly perks? Ongoing career advancement opportunities? 5-day work week? HMO + 1 free dependent on the 16th day of employment? Physical and mental wellness supportGo onwards with Cloudstaff!Schedule:- 8 hour shift


Source: Whatjobs_Ppc

Job Function:

Requirements

Paraplanner Work From Office (Wfo)/ Work From Home
Company:

Cloudstaff



Job Function:

Finance

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