Financial Planning Specialist
2 weeks ago
We are seeking an experienced and skilled professional to join our team as a Financial Planning Specialist. The ideal candidate will have excellent analytical and problem-solving skills, with the ability to communicate complex financial information in a clear and concise manner.
- The successful applicant will be responsible for preparing income tax returns, activity statements, and financial reports for clients.
- Liaising with external stakeholders and internal departments to ensure timely and accurate completion of tasks.
- Providing expert advice on financial planning and management strategies to clients.
- Developing and implementing financial plans that meet the needs of clients.
- Analyzing financial data to identify trends and areas for improvement.
To be considered for this role, you will require:
- A minimum of 2 years experience in accounting or finance.
- A degree in Accounting or Finance, with a strong understanding of financial planning principles.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong attention to detail and organizational skills.
What We Offer:
A competitive salary package, on-site parking, modern office facilities, and opportunities for career advancement.
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