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Financial Planning Specialist
1 week ago
At ACCA Careers, we are looking for a talented Financial Planning Specialist to join our team. Your primary responsibility will be to assess clients' income, debt, and expenses to determine their borrowing capacity.
You will conduct cash flow and retirement modeling to support financial planning, comparing financial products and preparing customized quotes for our clients.
As a key member of our team, you will manage workpapers, bookkeeping, and internal reports, ensuring accuracy and compliance standards are met.
You will also handle Self-Managed Super Fund (SMSF) reporting and data management, researching and analyzing client accounts to identify potential issues.
Your attention to detail and organizational skills will be essential in maintaining client records and preparing clear, insightful monthly reports.
We are seeking an individual with excellent analytical and communication skills to support the Australian team with accounting and finance-related tasks.
