Location: Wagga Wagga
Closing Date: 20/02/2019
- Full time or part time
- Dynamic growing business with opportunities for career progression
- #1 Regional Accounting Firm in Australia
Boyce Chartered Accountants is ranked as the #1 Regional Accounting Firm in Australia in the AFR’s Top 100 Accounting Firms list for 2018, and the third highest female led firm under $50m.
Boyce employs over 130 team members across 5 regional locations - Cooma, Dubbo, Goulburn, Moree and Wagga Wagga. Our team are committed to our vision of genuine care for our clients and being passionate about maximising our clients’ wealth. Keys to our success are our unique approach, full service offering and our fantastic team who are committed to not only provide outstanding service to our clients but also to making a real difference in the communities in which we operate.
Boyce Financial Services (BFS) is the financial services division of the Firm which was established to ensure that people in rural and regional areas have access to the highest quality investment and financial planning advice.
About the Position
We are seeking an experienced Para Planner to join the BFS head office in Wagga.
Key responsibilities include:
- Preparation of client review documents and records of advice for our team of advisors across the Firm
- Work with the Senior Para Planner to ensure compliance requirements for the financial services licensee are met
- Provision of assistance in maintaining the XPlan database
- Provision of office administrative support as required by the BFS team
Hours are flexible; talk to us about the hours you would like to work! We are ideally looking to fill the role for 4-5 days per week however will consider 3 days for the right candidate.
The successful applicant will have previous experience in financial services and an excellent understanding of Xplan. Tertiary qualifications would be highly regarded.
Most importantly, we’re looking for a motivated individual with a strong fit for our team and the right attitude.
To apply, please submit your resume and a cover letter detailing what you’ll bring to the position.
For further information including a copy of the position description, contact our HR Manager - Tracey Somerville on (02) 6971 0600 or email firstname.lastname@example.org
Applications close: Wednesday 20 February