Paraplanner Work From Office (Wfo)/ Work From Home

**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 support

Go onwards with Cloudstaff!
Schedule:

- 8 hour shift