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Paraplanner

Job Title: Paraplanner
Contract Type: Permanent Recruitment
Location: Newcastle
Specialisation:
Reference: 921604
Contact Name: Olivia Evans
Contact Email: oliviae@peoplefusion.com.au
Job Published: January 31, 2025 16:30

Job Description

  • Entry-level opportunity – Open to graduates and those with some postgraduate experience

  • Specialise in a stable, growing niche with comprehensive training

  • Join a supportive, learning-focused culture with income protection benefits

Looking to transition your career in a new direction in 2025?
Want to learn from the best and carve out your career being indispensable in a growing niche?
  
Now is the perfect time to join an industry leader, develop expertise in the thriving risk advice sector, and be part of a team that supports your growth every step of the way.
  
About the company
  
Our client, Australian Financial Risk Management (AFRM) has been a trailblazer in the Australian Risk Advice Industry for 25 years, boasting over 3,500 satisfied clients with expansion plans in place. Committed to prioritising people over profit, AFRM's success is fueled by a cohesive team with shared values of Respect, Honesty, Integrity, Fairness, Ethics, and Care.
  
About the opportunity
  
This is an ideal opportunity to launch your career in Paraplanning within a growing business. In this key support role, you’ll work closely with the Directors, Advisers, and administrative team to prepare advice documents and reports for clients. You’ll communicate regularly with internal staff and Advisers while also building relationships with underwriters, accountants, and clients.
  
Key responsibilities include:

  • Researching client data and formulate draft strategies

  • Prepare insurance contract analysis

  • Maintain client database and insurance quoting systems

  • Prepare statements of advice

  • Assist Advisers in all aspects of risk planning strategies

The benefits
  
A career with AFRM offers a structured career path with development opportunities, comprehensive training, and professional growth. Additionally, employees receive income protection insurance as part of their benefits package.
  
About you
  
We’re looking for candidates who are keen to learn and develop in a new career path. You might be a recent graduate or someone with postgraduate experience who is ready for a fresh start in a dynamic and rewarding environment.
  
Ideal skills and attributes:

  • Tertiary qualifications in Business, Financial Services, Commerce, or other relevant business discipline.

  • An analytical approach and high attention to detail.

  • A curious, inquisitive nature.

  • Strong critical thinking and problem-solving skills.

  • Strong skills in Microsoft Office Suite.

  • An ability to work within tight timeframes and meet deadlines.

  • Strong written and verbal communication, well-presented.

  • Self-development orientation and passion for learning.

To access a copy of the success profile pack, including a detailed position description, please click here.

Ready to take on 2025 with purpose and direction?
  
If you're looking for a long-term career opportunity in a supportive and collaborative environment, we’d love to hear from you!
  
How to apply
  
To learn more about key responsibilities, company culture and associated benefits of this opportunity, please contact Olivia Evans today on 02 4927 2025 for a confidential discussion. Alternatively, click "Apply" to submit your covering letter and CV.
  
Interviews will commence immediately, so don’t wait to apply!
  
At peoplefusion we don’t just accept diversity and inclusion —we celebrate it! We strive to create an environment of equal opportunity regardless of race, gender, sexual orientation, gender identity or expression, lifestyle, age, religion or physical ability, and welcome applications from people from all backgrounds. If you require any assistance with your application please don’t hesitate to contact us.