* Work closely with the Partners and enjoy ongoing professional development
* Generous salary package and a fun, progressive and supportive culture
The Company
Our client is a rapidly growing, top 10 accounting firm, with a national team of close to 1000 people. They provide wealth advisory, tax services, audit, business advisory, corporate finance, restructuring and insolvency services to a range of clients across a wide variety of industries.
They pride themselves on building and maintaining strong relationships with their clients, providing a holistic service that ensures their clients meet their strategic goals and objectives.
The Opportunity
You will play a pivotal role in managing the portfolios of successful business owners, high-level executives, and ultra-high net worth families. Working under the firm's license, you will be alongside the Partners and the broader team.
They advise on wealth creation, tax minimisation, superannuation (incl. SMSF specialisation), debt management and recycling, asset protection strategies that encompass far more than just money management and investment, so you will have the opportunity to broaden your exposure and develop new skills and experience.
Day to day, you can expect to be:
* Developing financial strategies across a broad range of entities
* Managing client relationships
* Interviewing clients in depth to truly understand their situation, goals and aspirations
* Managing and mentoring more junior members of the team
* Analysing investments, developing portfolios and ongoing consultation and support
* Researching and developing financial strategies across wealth accumulation, investment strategies, balance sheet restructuring, debt management, estate planning, tax minimisation and asset protection
About You
* Relevant tertiary education in Commerce, Economics or similar
* A proven track record in a similar role, such as financial planning/advice, superannuation or wealth consulting
* Exceptional communication and a passion for mentorship
* Ambitious and driven to achieve exceptional client outcomes
* Generous salary package commensurate with experience
* Flexible work from home options
* Frequent team social outings
* A clear career progression pathway
* Extensive in-house training
* A progressive, fun and upbeat culture
How to apply
Click APPLY to submit your application. For a confidential discussion, contact Jesse Herrick on 0421 713 236 or email jesse@calidusgroup.com.au
#J-18808-Ljbffr