Australia

FINANCIAL ADVISERAbout usMurray Nankivell is a privately owned and run business in Regional SA. Murray Nankivell provides a broad range of professional services across Accounting, Business Consulting and Financial Planning. We are an Authorised Representative of the Consultum Financial Advisers who hold an Australian Financial Services Licence.Murray Nankivell are committed to forming close partnerships with our clients, enabling us to understand their unique situation and customise the assistance we provide to suit their requirements. Why join us•	Exceptional income potential - we offer up to $150,000 per annum.•	We have a strong focus on maintaining a healthy work/life balance for our team; we understand that we all have lives outside of work.•	We are an extremely successful firm, with a large and high-quality customer base. This enables us to provide direct referrals from our accounting customer-base.About the roleWe have a great new opportunity for a passionate and highly driven Financial Adviser with direct equities investment and SMSF experience, to join our team.The successful candidate can work out of any one of our three full time offices; Murray Bridge, Bordertown or Naracoorte. Our support team for Financial Planning are in Naracoorte. All induction and training will be conducted from this office. The successful candidate would need to work from this location for induction, to establish rapport and strong working relationships and complete familiarisation with systems and processes. Ongoing travel will be required to cover our client base in the South East, Murraylands and Western Victoria, collegiately with other internal Advisers.You are not required to bring new clients, but to succeed in the role, you will have the ability to source new clients. Key Responsibilities•	Collaborate with financial planning and accounting teams to identify opportunities and provide holistic wealth advice to clients with a variety of wealth needs •	Undertake quality consultative conversations with clients to understand their needs and provide personalised financial advice •	Assist clients with often complex decisions around the best way to protect and grow their wealth and structure their investments•	Active involvement in business development and new opportunity identification by prospecting internal and external networks to grow new business •	Strict adherence to Risk, Compliance and Advice processes and protocolsAbout youMinimum educational requirements •	Undergraduate or postgraduate degree qualification that meets the requirement of FASEAPractical experience•	Minimum 3 years of financial planner experience providing holistic advice to clients (face-to-face)•	Experience with SMSF and direct equities investments would be an advantage but not essentialKnowledge and skill •	Solid understanding of tax, superannuation, retirement income streams, investments and social security•	Good knowledge of retirement strategies, direct equities, managed investments and personal risk/insurance advice •	Excellent interpersonal and communication skills, including the ability to communicate complex scenarios in a manner that is engaging and allows for the client to get it •	Specialist qualifications in SMSF's would be an advantage•	Previous experience with Xplan financial planning software preferred but not essentialTo make confidential enquiries call Tony Bedworth on (08) 8765 7777

Murray_Nankivell_Portrait_CMYK_no_tagline.png

Financial Adviser

Pathway to Financial Adviser (full time or part time)About usMurray Nankivell is a privately owned and run business in Regional SA. Murray Nankivell provides a broad range of professional services across Accounting, Business Consulting and Financial Planning. We are an Authorised Representative of the Consultum Financial Advisors who hold an Australian Financial Services Licence.Murray Nankivell is committed to forming close partnerships with our clients, enabling us to understand their unique situations and customise the assistance we provide to suit their requirements.We want to hire for the long term. We will put in the time to give you a solid platform of on-the-job training and work experiences for the best building blocks to master this role and have a successful career. No shortcuts, the firm expectation is quality work with attention to detail. Murray Nankivell has an ethical, client-focused approach to providing high-quality advice.Why join us<ul>
<li>Get your Professional Year sorted with a structured quarter-by-quarter work program for 12 months to help achieve competence in technical matters; client care and practice; regulatory compliance and consumer protection; and professionalism and ethics. </li>
<li>We have a focus on maintaining a healthy work/life balance for our team; we understand that we all have lives outside of work.</li>
<li>Our business has the scale to provide internal career progression pathways and active support to acquire higher qualifications.</li>
</ul>About the roleThe role is perfect for someone who has commenced or completed a FASEA approved financial planning degree.You will be responsible for:•	Working with advisers on strategy development, plan preparation and review appointments. •	Conducting client appointments to assist with the preparation of Centrelink applications and associated paperwork.•	Liaising directly with providers and government organisations.About you•	Commenced or completed a FASEA approved financial planning degree.•	Able to develop rapport with clients and build genuine client relationships through clear verbal and written communication skills.•	An ability to take ownership of your work and meet workflow deadlines while working in a supportive team environment.•	A positive, energetic and inquisitive manner as evidenced by your ability to proactively address client requirements and generate appropriate solutions.•	Attention to detail and accuracy as this is a fundamental requirement for this role.•	Must be proficient in Microsoft applications and be comfortable with new technology.To make confidential enquiries call Tony Bedworth on (08) 8765 7777

Pathway to Financial Adviser (full-time or part- time)

Why join us • Excellent salary according to experience/skillset • We have a strong focus on maintaining a healthy work/life balance for our team; we understand that we all have lives outside of work • Be proud of working for a Top 100 AFR accounting firm About the role We have a new opportunity in our Murray Bridge office for a passionate and engaging Accountant with Public Practice experience with client contact skills. You will be expected to be confident and able to prepare and complete financial statements, tax returns, activity statements, and financial reports for all business types in a timely manner. You will have the experience and desire to mentor and coach junior team members so that they can grow and thrive professionally within our firm and industry. You will possess a mindset to fit in and be part of a cohesive team who provides timely quality advice and outcomes for our growing client base. You will be given reachable targets with emphasis on working reasonable hours and you will be able to access all of the Directors and Senior Accountants within our firm to mentor and help you further develop or improve your skill sets.Key Responsibilities • Preparation of financial statements and tax returns for individuals, companies, partnerships, and trusts • Liaise with the ATO on behalf of clients • Contribute to client interaction and advisory • Advise business owners and individuals in relation to tax legislation • Be able to identify, areas of opportunity such as business planning, business/tax structuring, benchmarking/profit improvement • Detect and address potential compliance issues proactively • Conduct individual salary and wage interviews and complete Tax Return during client appointments • Contribute knowledge and experience to the efficiency of Murray Nankivell's internal operating systems About you Skills and experience You will possess or be able to evidence most or all the following selection criteria. Essential Technical Expertise • Hold an Accounting Degree qualification • Proven Australian experience in a Public Practice Accounting firm Knowledge and Skill • Strong understanding of accounting, compliance, and tax, including income tax, CGT, FBT, and GST • Demonstrated ability to work under pressure, managing time to consistently meet deadlines • High proficiency with Accounting software packages• Be a Xero Certified Advisor Personal Qualities • Customer Focus – Seeks to understand client expectations and responds to their needs• Attention to Detail – Owns the numbers, knows the numbers and their accuracy and completeness at all times • Teamwork - Shares information and works well with the different working styles of others • Continuous improvement - Seeks out and finds better ways to do things • Resilience – Stays the course, is not put off by barriers, and pursues the task to its logical endDesirable Technical Expertise • Hold or are working towards a CA or CPA certification Knowledge and Skill • Experience mentoring SMEs on general business planning, financial management, asset, and trading structures For confidential enquiries about this role, call Ryan Cameron on (08) 8535 5999

Accountant - Murray Bridge

Why join us • Competitive salary according to experience / skillset • We have a strong focus on maintaining a healthy work/life balance for our team; we understand that we all have lives outside of work • Be proud of working for a Top 100 AFR accounting firm About the role We have a new opportunity in our Naracoorte office for a passionate and engaging Accountant with Public Practice experience with client contact skills. You will be expected to be confident and able to prepare and complete financial statements, tax returns, activity statements and financial reports for all business types in a timely manner. You will have the experience and desire to mentor and coach junior team members so that they can grow and thrive professionally within our firm and industry. You will possess a mindset is to fit in and be part of a cohesive team who provide timely quality advice and outcomes for our growing client base. You will be given reachable targets with emphasis on working reasonable hours and you will be able to access all of the Directors and Senior Accountants within our firm to mentor and help you further develop or improve your skill sets.Key Responsibilities • Preparation of financial statements and tax returns for individuals, companies, partnerships, and trusts • Liaise with the ATO on behalf of clients • Contribute to client interaction and advisory • Advise business owners and individuals in relation to tax legislation • Be able to identify, areas of opportunity such as business planning, business/tax structuring, benchmarking/profit improvement • Detect and address potential compliance issues proactively • Conduct individual salary and wage interviews and complete Tax Return during client appointments • Contribute knowledge and experience to the efficiency of Murray Nankivell's internal operating systems About you Skills and experience You will possess or be able to evidence most or all the following selection criteria. Essential Technical Expertise • Hold an Accounting Degree qualification • Proven Australian experience in a Public Practice Accounting firm Knowledge and Skill • Strong understanding of accounting, compliance, and tax, including income tax, CGT, FBT, and GST • Demonstrated ability to work under pressure, managing time to consistently meet deadlines • High proficiency with Accounting software packages• Be a Xero Certified Advisor Personal Qualities • Customer Focus – Seeks to understand client expectations and responds to their needs• Attention to Detail – Owns the numbers, knows the numbers and their accuracy and completeness at all times • Teamwork - Shares information and works well with the different working styles of others • Continuous improvement - Seeks out and finds better ways to do things • Resilience – Stays the course, is not put off by barriers, and pursues the task to its logical endDesirable Technical Expertise • Hold or are working towards a CA or CPA certification Knowledge and Skill • Experience mentoring SMEs on general business planning, financial management, asset and trading structures For confidential enquiries about this role, call Joel Thomas on (08) 8765 7777.

Murray Nankivell

Company Overview