Bendigo

Paraplanner

A Paraplanner performs a range of duties at a financial planning practice. You might assist colleagues with gathering information and collecting paperwork. Paraplanners might liaise with clients to determine their needs and find out details about available financial services. You might put information together for clients and help them to understand products on offer.

Paraplanners should be highly organised and have strong customer service abilities. It’s important you have good interpersonal skills and can communicate well with clients from a range of backgrounds. You’ll need to have a strong understanding of the financial services industry and should be able to understand the individual needs of your customers.

 

Future demand High
Average yearly income $93,600
Skill level Unknown

How do I become a paraplanner?

All skill levels Beginner Experienced
FNS60920

Advanced Diploma of Paraplanning

Online
12 - 18 months
Unavailable
  • There are no mandated entry requirements.
Additional requirements may apply.
  • There are no mandated entry requirements.
Additional requirements may apply.
Paraplanner
*Showing course fees for all providers. Some providers may not be available in your area.

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Common questions

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