Paraplanner

2 weeks ago

Melbourne, Victoria, Australia Atlas Outsourcing Pty Ltd Full time $80,000 per year

About Us: Atlas Outsourcing is a leading provider of financial planning support services. We are dedicated to helping financial advisers deliver exceptional service to their clients. Our team is composed of highly skilled professionals who are passionate about making a difference in the financial planning industry.

Job Description: We are seeking a motivated and detail-oriented Paraplanner to join our dynamic team. This is a remote position, allowing you to work from the comfort of your home. International Travel to our Philippine Office is also available.

Key Responsibilities:

  • Prepare detailed financial plans and projections/modelling for our adviser clients.

  • Manage multiple tasks and deadlines efficiently.

Qualifications:

  • Minimum of 2 years of experience in a paraplanning role.

  • Proficiency in financial planning software Xplan and AdviserLogic

  • Strong attention to detail and organizational skills.

  • Ability to work independently and as part of a team.

  • Excellent communication and interpersonal skills.

Benefits:

  • Competitive salary in the range of AUD 80, ,000 per annum.

  • Productivity bonus based on performance.

  • Flexible work-from-home arrangement.

  • Opportunities for professional development and career advancement.

  • Supportive and inclusive work environment.

How to Apply: If you are passionate about financial planning and meet the qualifications listed above, we would love to hear from you. Please submit your resume and a cover letter detailing your experience and why you are the ideal candidate for this position to [email protected].

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