Hiring For Financial Planning & Accounting - Carisma Solutions

Financial Planning / Paraplanner:

Educational Qualification:

Experience:

Location:

Job Responsibilities:

• Conducting investment research, reporting, and analysis.
• Preparing financial analysis and financial plans
• Develop a good working knowledge of various tax structures
• Prepare modelling strategies using different financial planning softwares
• Assisting with creation and implementation of workflows and procedures to improve efficiency
• Prepare portfolio reports with the integration of outside account data, as needed
• Provide quality, compliant and timely financial planning services to advice network
• Meet and exceed individual productivity
• Develop and maintain high level financial planning software skills
• Build and reinforce a constructive and high-performing culture (individually, and collectively as a team member)

Qualifications:

• Excellent written and verbal communication skills
• Willingness and ability to learn and use new technology
• Highly organized with a strong attention to detail and accuracy
• Must have a minimum degree in Financial Management, Business, Banking and Finance, economics, or any equivalent degree.
• Experience working in the field of Financial Services is a plus
• Must have an advanced understanding of Microsoft Word and Excel software.
• Can work within a team environment
• Must be knowledgeable, professional, helpful and flexible

Junior Accountant / Accountant:

Educational Qualification:

Professional Qualification:

Location:

Year of Passed outs:

Experience:

• Strong knowledge in fundamental accounting entries & concepts
• Reconcile Bank statements
• Maintain Fixed Asset Register with necessary supporting documents
• Maintain subsidiary accounts by verify, allocate and post transactions
• Preparation of monthly financial reports

Requirements

• Adequate knowledge in preparing journal entries
• Good in English communication skills
• Ability to work independently and as a Team
• Candidates with CA Articleship & Audit firm experience will be preferred.
• Australian Accounting, US Accounting & UK Accounting experience will be an added advantage
• Willingness and ability to learn and use new technology
• Highly organized with a strong attention to detail and accuracy
• Must have an advanced understanding of Microsoft Word and Excel software.
• Must be knowledgeable, professional, helpful and flexible

Candidates Application Process:

• This is not a direct walk-in
• Candidates can apply through Naukri.
• Candidates can mail your resumes to Narayanan.pushparaj@carisma-solutions.com.au / WhatsApp - Naren HR- 8667886775

Shift:

Interview Process:

1. System based test screening - Level 1 & level 2.
2. Technical face to face interview
3. HR Discussion

Interview Preparation Topics:

Accounting -

Financial Planning -

Note:

Candidates who reside within 15 Km radius and immediate joiners will be given preference.

Shortlisted candidates will be required to commit for a minimum period of 2 years

Please do not apply

• if you have not worked in accounting practices.
• If you have attended interview in the past 2 months