Client Services Manager – Financial Planning

We are looking for an organised, committed and dedicated person who is eager to secure a long term role in Client Services and is keen to show they will take responsibility, pride and control in their work.

About the business

Armada Financial Planning provides Financial Planning and other financial services from our Osborne Park offices. These services include Business Advisory, Tax and Compliance, Auditing, Business Management, Bookkeeping, Lending Services and Property Services.

About the role

We are looking for an organised, committed and dedicated person who is eager to secure a long term role in Client Services and is keen to show they will take responsibility, pride and control in their work.

Duties include but not limited to:

Act as the first point of contact for clients, maintaining client relationships with a strong emphasis on client service
Administration support to the Financial Planning team
Maintaining client data base
Preparation of client review documentation
Implementation of investment recommendations
Prepare and lodge applications and follow through to completion
Liaising with internal and external stakeholders

The successful candidate will demonstrate:

Knowledge of XPLAN
Minimum of 3 years’ experience in a similar role
Excellent written and verbal communication skills
Strong attention to detail
A thorough understanding of the financial planning process
Strong organisation skills and ability to prioritise tasks

This is an excellent opportunity for a candidate that possesses the above attributes to work in a fast paced, challenging and fun environment. We look forward to welcoming your application for the role.

Benefits and perks

At Armada we promote an inclusive culture, with great office amenities and a strong and active social club. As one of the team you will have access to the on-site gym, table tennis or pool table and more. There are end of trip facilities including bike storage and showers. Public transport options are within easy walking distance. Limited free car parking also available on site.

Skills and experience

The successful candidate will demonstrate

Knowledge of XPLAN
Minimum of 3 years’ experience in a similar role
Excellent written and verbal communication skills
Strong attention to detail
A thorough understanding of the financial planning process
Strong organisation skills and ability to prioritise tasks

Please forward your resume and a covering letter that expresses your personality and your motivation for applying.

Application Form:

Upload resume-PDF format only will be accepted. To Saved as a pdf click here

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Graduate Accountant

Armada are always looking for graduates with an interest in taxation. You will be nurtured to advise clients on their tax issues, preparing financial…and making a difference to our people and our customers

 

Duties
Assist with enquiries on taxation policies and procedures
Be a key support to the Tax Accounting team
Prepare and maintain tax documents including ATO Assessments
Input data for preparation of BAS Statements & Monthly accounts
Experience required
Great communication skills
Ability to multi-task and prioritise
Attention to detail and a “can do” attitude
Qualifications
Bachelor of Business/Accounting or equivalent
Why ARMADA?
Working for Armada means working for a company that empowers its people to make a difference, while providing the support of a highly talented, experienced team. We understand that it is our customers that make us great. And because people achieve their best in different ways, our culture is flexible and supportive, to give you the freedom to focus on outcomes rather than just processes.
Our Culture
Armada is an organisation like few others. We enjoy a culture that recognises individuality yet encourages collaboration, giving real meaning to our work and making a difference to our people and our customers

Application Form:

Upload resume-PDF format only will be accepted. To Saved as a pdf click here

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Dynamic Bookkeeper Part-Time

The position on offer is 15-22.5 hours per week and involves a large amount of autonomy and freedom to get the job done. We offer a relaxed and open office environment, where you will be given the opportunity to shine and assist other members within the team.

The Role:
•Managing the bookkeeping requirements of clients
•Processing payroll and managing client employee superannuation
•Providing full services including reconciliations and end of year services
•Proactively suggesting improvements to clients business systems
•Working as part of our team of internal bookkeepers to meet client deadlines
•Training clients in using their bookkeeping systems
•Management of own client list.

Ideal Candidate:
•Advanced working knowledge of MYOB and Xero (must have proven advanced knowledge/experience in both)
•Minimum of 3 years of experience. Certificate in IV in Financial Services (Bookkeeping) or equivalent highly desirable
•Ability to interpret the numbers and liaise with the client around their outcome.
•Ability to multi task/ manage a high workload/ think on your feet with a can do attitude
•Attention to detail/accuracy.
•IT savvy with strong excel skills
•Experience in public practice/ bookkeeping service business
•Valid Driver’s Licence and own transport.
•Highly efficient/organised with a systematic approach
•Strong communication skills with a commitment to deliver an exceptional level of customer service

If you are passionate about aligning yourself with a highly respected and industry leading organisation, we need to hear from you.

Please note that only successful applicants will be contacted and required to undergo a National Police Clearance.

To apply for this position please include your resume and a covering letter addressing ‘ why you would be our Ideal Candidate’.

Application Form:

Upload resume-PDF format only will be accepted. To Saved as a pdf click here

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