Paraplanner

Ethos360

Join a rapidly growing business with over 20 years of experience - dynamic team with a strong focus on career development and work culture

  • Supportive and engaging client focused environment
  • Established business with focus on growth and innovation
  • Significant career progression opportunities
The Business:

Our client is one of Australia’s premier service-focused Advisory Practices specialising in providing Risk Advice to white collar professionals.
  
Over the past 25 years our client has built an industry-leading reputation with strong relationships and an ability to service clients nationally. They have the expertise and reputation to be a strong influence in the Financial Services field. As a boutique business, they are small enough to be able to serve and care for clients as individuals. This is an environment where driven and talented people can thrive and grow.
  
About the role:

An excellent opportunity has arisen for an experienced Paraplanner to join our client’s team, assisting Advisers in providing insurance advice in the best interests of their clients in a compliant and timely manner.
  
What would you be doing?
  • Working with Advisers to help identify any gaps/shortfalls in client’s financial situation based on their goals and objectives should the unforeseen occur.
  • Provide appropriate insurance strategies to address these gaps in a simple manner
  • Use X-Plan to produce compliant Statements of Advice (SOA's) and Record of Advice (ROA) etc, that adhere to Dealer Group’s guidelines.
  • Build relationships with insurance underwriters to help assist with getting desirable pre-assessment outcomes for our clients.
  • Keep up to date with insurance product enhancements, strategies that will benefit our clients.
  • Assist Advisers to ensure that all their compliance requirements are met when providing advice.
  • Ad-hoc paraplanning related project work
How can I tell if this is for me?
  • RG 146 complaint
  • Have at least 2 years’ experience in a paraplanning role, with a focus on insurance advice
  • Strong understanding of the Insurance providers, their products, underwriting processes and procedures.
  • X-Plan experience is essential
  • Excellent verbal and written communication
  • Possess a high level of attention to detail
  • Possess strong insurance technical knowledge and relationship skills
  • Strong client focus 
What’s in it for you?
  • Competitive Salary plus great benefits.
  • Great culture - Family orientated feel.
  • Real Career Progression!
  • An opportunity to speak to a friendly consultant at Ethos360 Recruitment
*Unfortunately due to the current volumes of applicants we won't have the pleasure of speaking with everyone.