Financial Planning/Accountancy

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Accountant and Financial Planning, minimum experience of 1-3 years would be an advantage at least in either Accountancy or Financial Planning.

Summary about this job

Business Services & Corporate Advisory

Company: Alpha Consulting Group Pty Limited

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-3-6113-1351

Fax: +61-8-9088-4900

E-mail: n\a

Site:

Detail information about job Financial Planning/Accountancy. Terms and conditions vacancy

We are a well established Financial Advisory/Accounting firm located in Norwest Business Park, North West of Sydney.

Our firm is a leading Financial Advisory/Accounting firm located in the Hills District providing clients with a wide range of financial planning, business, tax, and consulting services. With clients ranging from individuals to large companies spanning across many varied industries across Australia.  Our practice is well known for its excellence and high standard of work.

We are looking for an energetic and focused individual who is looking to take the next step in their career and is looking for more experience and challenging work, as an Assistant to our Financial Adviser and Accountant.

The Successful candidate will have the following;

  • Preferably 1-3 years of relevant experience in an Australian professional financial planning or accountancy practice.

  • Ability to prepare and complete Statement of Advice, Record of Advice, Financial Needs Analyser, Finance Documents for Home Loan, Business Loans and leasing finance, along with other compliance documents.

  • Ability to prepare financial statements, tax returns and BAS.

  • If proficient in both support to Financial Planning and Accountancy this would be an advantage, but need to be proficient at one discipline and a willingness to learn the other.

  • Excellent written and verbal communication skills.

  • High level skills with computer software.  Prior experience with our software is not necessary, just the proficiency skills to learn

  • Enjoys and strives for client contact

  • Attention to detail and accuracy

  • Be highly motivated, energetic and a can do attitude.

This role will report directly to the Partner and provide an excellent opportunity to gain experience and build upon your knowledge.

This firm is fast paced and energetic and has a positive and happy culture. There are excellent opportunities to develop your career over time.

If you are interested in joining a progressive firm please send your CV.

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