Atlas Wealth Management, Gold Coast, Australia
Atlas Wealth Management is a leading provider of financial advice to a niche client base.
Operating for over 10 years with its own AFSL and a recipient of both national and international awards we are the recognised experts in providing financial advice to Australian expats.
With clients in over 40 countries around the world we pride ourselves on the specialised advice that we provide and the amazing clients that we get to work with.
About the role
This is the perfect opportunity for an existing Associate Adviser or Paraplanner wanting to take the next step in their career.
Supporting one of the Principal Adviser's on client management, strategy and advice implementation.
You will be working with clients in a wide array of locations and backgrounds; from IT specialists in Silicon Valley, Pilots in Hong Kong and Lawyers in London.
With our client base being very diverse this opportunity will suit someone who is switched on, self-driven, a hunger to learn and an energetic team player.
You will be working with clients, fellow team members, platforms and industry colleagues. Therefore being friendly, outgoing and personable are high on our list of people we want representing our brand.
In return for your hard work and dedication, you will enjoy an attractive remuneration package, great work environment with regular social events and a defined career pathway.
The perksDo you want to further your financial planning career whilst living in a exciting location like Dubai? Then this is the job for you.
Earning a tax free income whilst being on the door step to the world - this is the best of both worlds.
Imagine being able to fly two hours to the famous archaeological site of Petra or four hours to visit the pyramids of Egypt, or seven hours to drink coffee in Paris.
Skills and experienceTo be considered for this position you must meet the following requirements:
- Registered on the Financial Adviser Register (FAR) or have the appropriate qualifications and working towards being being eligible for the register.
- Minimum of 3-5 years’ industry experience
- Excellent client service and communication skills (both written and verbal)
- Have excellent attention to detail and can work autonomously
- Experience with software such as Midwinter, Xplan, Worksorted, DocuSign
- Understanding of tax, CGT and investment structures.
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