SWA Financial Planning, located in the heart of Wollongong, is one of the largest independent financial planning firms in Australia. SWA provides financial planning advice and services to pre‑retirees and retirees, institutions and high net worth individuals and families.
We currently have a full time position available for an Accounting and Administration Officer to join our team.
What You'll Do
This role is a blend of administration, financial processing, reporting, and project‑style coordination. Key responsibilities include:
* Accounts payable and receivable
* Coordinating annual client service renewals
* Administering and reconciling client fees and billing processes
* Liaising with external auditors and service providers
* Supporting internal projects, system improvements and business processes
Your work will help ensure our business operates smoothly, accurately and professionally while supporting client‑facing teams.
Qualifications
Ideally the applicant will have or be close to completing a Commerce degree, preferably with an Accounting major. Other accounting, financial planning, or related qualifications may also be considered.
Who We're Looking For
The ideal applicant will have:
* Strong attention to detail, accuracy and process discipline
* Excellent organisational and project management skills, with the ability to balance priorities and meet deadlines
* Confidence working with financial or operational data (in spreadsheets or accounting/CRM systems)
* Good written and verbal communication skills for liaising with advisers, clients and third‑party providers
* The ability to work both independently and collaboratively
We welcome applicants from administration, finance, operations, office management or professional services who demonstrate strong analytical and organisational capability.
Experience using MYOB, Xero or similar platforms will be looked upon favourably, as will previous experience in financial planning or other professional client‑services environments.
Applications should be emailed attention to the Personnel Manager at ****@swafinancialplanning.com.au by Friday 9th January 2026.
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