CANDOR Recruitment jobs

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FINANCIAL ADVISER ASSISTANT

Oversee and review preparation and lodgement of forms for implementation. Manage planner's diary, book appointments and preparing for meetings. Undertake quality control checks of client documentation and Xplan data prior to Init...

CompanyCandor Recruitment
AddressSubiaco, WA
CategoryAccounting & Finance
Salary$70,000 - $89,000 a year
Job typeFull time
Date Posted 4 days ago See detail

Financial Adviser Assistant

Candor Recruitment

Subiaco, WA

$70,000 - $89,000 a year

Oversee and review preparation and lodgement of forms for implementation. Manage planner's diary, book appointments and preparing for meetings. Undertake quality control checks of client documentation and Xplan data prior to Init...

Adviser Support - Financial Planning

Candor Recruitment

Somerton Park, SA

$70,000 - $80,000 a year

Data entry into XPLAN ensuring client records are up to date. Manage planner's diary, book appointments and preparing for meetings. Timely and accurate implementation of all advice documents. Undertake quality control checks of cl...

Client Service Manager - Financial Planning

Candor Recruitment

Port Macquarie, NSW

$70K - $80K + Super

Data entry into XPLAN ensuring client records are up to date. Manage planner's diary, book appointments and preparing for meetings. Timely and accurate implementation of all advice documents. Undertake quality control checks of cl...

Client Service Manager - Financial Planning

Candor Recruitment

Port Macquarie, NSW

$70,000 - $80,000 a year

Data entry into XPLAN ensuring client records are up to date. Manage planner's diary, book appointments and preparing for meetings. Timely and accurate implementation of all advice documents. Undertake quality control checks of cl...

Accounts Assistant

Candor Recruitment

Surry Hills, NSW

$80,000 - $80,000 a year

Financial Record Keeping: Maintain accurate and up-to-date financial records specific to architectural projects, including fee structures, invoices, receipts, and expense reports. Billing and Invoicing: Assist in preparing client...

Financial Adviser - Existing Book

Candor Recruitment

Mile End, SA

Build and maintain relationships with clients. Manage an Existing Book of clients and grow the client base by working with referral partners. Ensure the Administration team have all the necessary information and documentation to i...

Accounts Assistant

Candor Recruitment

Surry Hills, NSW

$80,000 + Super

Financial Record Keeping: Maintain accurate and up-to-date financial records specific to architectural projects, including fee structures, invoices, receipts, and expense reports. Billing and Invoicing: Assist in preparing client...

Adviser Assistant - PY Pathway / Graduates

Candor Recruitment

Ipswich, QLD

Work with holistic advice across; investments, superannuation, SMSF, trusts, etc. Work with the Financial Adviser to understand the business before starting your Professional Year. Implementation and review of advice documents. Pr...

Financial Adviser Assistant - Hybrid

Candor Recruitment

Edgecliff, NSW

$75,000 - $90,000 a year

Timely and accurate implementation of all advice documents. Assist advisers with meeting preparation, research and prepare Client Portfolio Reviews. Processing new client packs including conducting analysis on clients superannuat...

Business Services Accountant - Large Firm

Candor Recruitment

Canberra, ACT

$80,000 - $120,000 a year

Managing client relationships and ensuring client deadlines are met. BAS, Tax and preparation of financial statements. Preparation of tax returns for individuals, companies, trusts. Preparation of financial statements and financia...

Accountant - Chinese Speaking (Sponsorship Available)

Candor Recruitment

Chatswood, NSW

Prepare financial statements and income tax returns for individuals, companies, trusts and SMSFs. Conduct tax planning and compliance activities, including the preparation and submission of tax returns for individuals and business...