Paraplanner with Insurance Skills in Perth, Western Australia Salary (Australia)

A Paraplanner with Insurance skills in Perth, Western Australia earns an average salary of AU$57,808 per year. Most people move on to other jobs if they have more than 10 years' experience in this field.

AU$42,282 - AU$76,073
AU$42K
AU$57K
AU$76K
MEDIAN: AU$56,748
10%
50%
90%
AU$0AU$76K
Salary AU$42,282 - AU$76,073
Bonus AU$2,000
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
AU$42,574 - AU$75,848
  • Country: Australia
  • Currency: AUD
  • Updated: 16 Dec 2017
  • Individuals Reporting: 20

Job Description for Paraplanner

A paraplanner is the junior member of a financial planning team, usually working under the direction of a senior financial planner. The paraplanner performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client. Next, the paraplanner reviews the client's financial records and starts creating and modeling different possible financial scenarios. In the process of creating these scenarios, the paraplanner determines how assets should be allocated and ultimately uses this information to make recommendations on which financial plan should be followed.

Read More...

Paraplanner Tasks

  • Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations, and coordinate marketing events.
  • Research financial databases and products that match clients' needs.
  • Construct visual aides including charts, graphs, and tables to be used in meetings with clients.

Paraplanner Job Listings

Key Stats for Paraplanner

Gender

Female
30 %
Male
70 %
Less than 1 year
5%
1-4 years
62%
5-9 years
33%

Experience Affects Paraplanner Salaries

▲28%

National Average
AU$57,000

▼2%

Gender

Female
30 %
Male
70 %

Years of Experience

Less than 1 year
5%
1-4 years
62%
5-9 years
33%

Common Health Benefits

medical benefits
Medical:
dental benefits
Dental:
vision benefits
Vision:
no benefits
None: 100%