Paraplanner Work From Office (Wfo) / Work From Home

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