Paraplanner

Company Description

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.

Role Description

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

Qualifications and skills

• Financial Planning and Finance skills
• Analytical Skills for investment analysis
• Experience in Report Writing (Knowledge of MS‐Excel, MS‐Word)
• Knowledge of investments and financial products
• Strong attention to detail and ability to work independently
• Professional certification or degree in Finance, Economics, or related field