FINANCIAL PLANNING ADMIN SERVICES
FINANCIAL PLANNING ADMIN SERVICES
INFORMATION RESEARCH
- Paraplanning Software Fact Find and Data Entry
- Transcribe File Notes
- Superannuation & Insurance Product Comparison
- Research clients’ existing Superannuation
- Super fund Summary Report
PAPERWORK & LODGEMENTS
- Preparation of Rebalance Forms
- Preparation of Switch Forms
- Preparation of Super/ Pension Application forms
- Preparation of Insurance cancellation requests
- Preparation of beneficiary forms
PREPARING QUOTES
- Preparation of Rebalance and/or Switch Forms
- Research clients’ existing Insurance
- Download of latest PDS
Part Time
$1,750per month
- (20 hours weekly)
Full Time
$2,950per month
- (40 hours weekly)