Financial Accountant/Specialist

Money Maximising Advisors is a fast-growing financial services firm dedicated to helping clients maximise their wealth and make smarter financial decisions. We are now seeking an organised and proactive accountant to join our team. The successful candidate will play a key role in managing cashflows, conducting financial analysis, supporting administration functions, and assisting with client applications for financial services. This is an excellent opportunity for someone looking to develop their skills and gain practical experience in a supportive environment.

Key Responsibilities:

• Prepare, monitor, and analyse cashflow statements and forecasts
• Assist with budgeting, financial planning, and regular financial reporting
• Support administration of accounts receivable, accounts payable, and reconciliations
• Maintain accurate financial records and assist with audits
• Provide analytical support to management for decision-making
• Assist in the preparation and submission of client applications for various financial services
• Support clients and advisors throughout the application process
• Contribute to the development and improvement of financial processes
• Perform general administrative tasks as required

Requirements:

• Degree in Accounting, Finance, Business, or a related field (or relevant experience)
• Proficiency in Microsoft Excel and accounting software
• Excellent attention to detail and strong organisational skills
• Strong analytical, problem-solving, and communication abilities
• Ability to work independently and as part of a team

Opportunities & Benefits:

• Career progression and development support
• Potential for employer-supported professional qualifications such as CIP (Certified Insurance Practitioner), QFA (Qualified Financial Adviser), CPA (Certified Public Accountant), or similar, upon successful performance
• Flexible working arrangements
• A supportive and collaborative team environment