Posted:10 hours ago|
Platform:
Remote
Contractual
Accountivaa is a team of qualified professionals including Chartered Accountants, Certified Public Accountants, advocates, and financial advisors. They offer tech-savvy bookkeeping and tax services in markets like Australia, UK, USA, Singapore, UAE, and New Zealand. The team has over 8 years of experience in accounting, auditing, and taxation, focusing on providing cost-effective solutions to help clients grow their profits.
This is a contract, remote role for a Paraplanner - Australia at Accountivaa. The Paraplanner will be responsible for financial planning, investment analysis, finance-related tasks, and report writing on a day-to-day basis. The Paraplanner’s role may be broken down into four key parts:
A. Preparing and maintaining the client files – software entries
B. Understanding and analyzing the recommendations to confirm that the compliance requirements are met
C. Implementing recommendations
D. Review external networks
Accountivaa
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