Accountant/Financial Adviser

Grow Your Wealth Financial Services is a boutique financial advice firm with our own Australian Financial Services Licence.  We offer financial services to clients including structuring, investments and the management of direct equity portfolios and Self Managed Super Funds.

We are seeking an accountant with an interest in financial markets and direct equities to join our team.  This role would suit an experienced accountant who would be interested in becoming a financial adviser or an accounting graduate with an interest in financial services.

Experience in accounting work including Self Managed Super fund work is desirable.

Willingness to undertake additional study to obtain a Graduate Diploma in Financial Advice to meet minimum FASEA education requirements a financial planner is encouraged for this role.

The role includes preparation of individual, business and self managed super fund returns and accounting work.  It also involves assisting financial advisers with paperwork, market and stock analysis, reconciliation of taxation reports and reports for Self Managed Super Funds.

The successful applicant will possess the following skills:

  • Good attention to detail
  • The ability to prioritize workloads
  • Ability to follow procedures and protocols
  • Good communication skills
  • Strong computer skills including Word and Excel
  • Ability to work both independently and as part of a team
  • Motivation and Positive Attitude

 

22/06/2020 $0 Townsville & Northern QLD 1 Accounting
Apply for this job

Option 1: Use this option if you want to upload a new cover letter and a Resume file

Apply Now ! Send Your Resume