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.