Paraplanner Insurance Admin

Key Responsibilities

Prepare simple and clear advice documents (SOAs / ROAs) for personal insurance.

Compare and research insurance options for clients.

Assist with insurance applications from start to finish.

Work with insurers, underwriters, and clients to gather information.

Organise medical checks, financial forms, and follow-up documents for applications.

Keep client files and records up to date in our systems.

Support the adviser with general administration and insurance tasks.

Experience with personal insurance such as :

Income protection

Mortgage protection

Health insurance

Life, TPD, and Trauma

Good understanding of insurance products and basic underwriting.

Strong attention to detail and good communication skills.

Ability to stay organised and manage multiple tasks.

Experience in a financial planning or insurance role (preferred).

Technical Requirements :

Equipment is self-provided

USB Headset with Noise Cancellation feature

Working Webcam

Computer with at least 1.5 GHz processor and at least 8GB RAM

Main Internet Service Speed : at least 50 Mbps cable connection

Backup Internet Service Speed : at least 25 Mbps

Dual Monitor

Benefits :

Discretionary bonus - not a 13th month pay.

Referral Bonus - 70 AUD per successful hire (3rd mark with the client)

Dedicated support person (CSM)

Fun culture

Support from HR, Tax, and other specialties

10 Paid Annual Leaves; 9 Paid Australian Holidays (ONLY regular employees); 1 Birthday Leave

Company Outing (For tenured employees; 6 months)

Paid Training

100% Work-From-Home

Pre-employment Requirements :

BIR as you are a contractor (Required to submit any contributions required by the government.)

NBI or Police Clearance

Any Government-issued ID