We're hiring

If you have experience working with Australian companies in the fields of Residential Architectural Drafting, Residential Construction Estimating, Loan Processing and Para Planning – WE WANT YOU!
Apply to My Offshore Team and get hired by one of the most prestigious Australian companies within the Construction and Building, Loan Processing or Para Planning industries.

Don’t miss this chance to grow your career with an Australian company.
We’re hiring! Apply today and we will be in touch.
You’ll love working with us:
  • Generous salary and benefits
  • Covid-safe work arrangement
  • Work for one AU client & become part of their team
  • Australian work hours = work/life balance
  • HMO cover + extra cover for one dependent
  • You can also Refer a Friend who might be interested in this job opportunity for a generous incentive.*
  • Regular employment, no contracting

Paraplanner

Full time

Experience summary

At least 2 years of paraplanning experience supporting AU client/company

  • Undertake detailed research and analysis of clients' current financial situation
  • Develop a detailed understanding of our clients to deliver a highly responsive service
  • Maintain positive relationships with all stakeholders
  • Generate personalized portfolio reporting
  • Research of products and preparation of comparison reports/scenario modelling
  • Liaise with other team members to ensure that client strategy and the client experience is delivered to a high standard
  • Ensure that recommendations are executed in a timely and accurate manner

KEY SKILLS

  • DFP 1-8 or FASEA Approved Qualification in Financial Planning
  • Experience with Financial Planning Software such as Adviser Logic or XPLAN favourable
  • Other FP Software consist of COIN and Midwinter

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