Careers at Salt

 
 

At Salt Financial Group, we have a growth-oriented culture with a strong focus on the personal, professional, and financial development of our people. Our management team aligns individual values with those of the company to foster an accepting, enjoyable, and fulfilling workplace for everyone. We are committed to ensuring client satisfaction and team engagement by doing all the right things to meet our clients' needs while promoting a positive work environment. Additionally, our benefits are thoughtfully designed to reward genuine effort, offering unique opportunities that go beyond the standard.

WHY CHOOSE US?

 Here are just a few of the perks we offer our amazing staff:

  • Quarterly development and goal-setting meetings (in addition to standard CPD and training).

  • Opportunities for growth and new responsibilities as our firm expands.

  • Get ready to dive into an exciting and diverse client base, with exposure to advisory, accounting and financial advice.

  • Enjoy 5 weeks of annual leave to recharge and explore.

  • We're all about that work/life balance – talk to us about how you can enjoy a healthy and sustainable routine at work life balance.

Who we are currently looking for

If you think you’d be a good fit for either of these roles, please send your CV with a cover letter to jenni.anderson@saltfinancialgroup.com.au. Note, only candidates who are shortlisted will be contacted.

Intermediate Accountant

At Salt Financial Group, we bring together a talented team of industry experts across specialty areas, including accounting, business advisory, wealth management, financial planning, insurance, and retirement planning. Salt is committed to delivering exceptional service, we are seeking to appoint an experienced Intermediate Accountant to join our established team as we expand.

We currently have an opportunity for an Intermediate Accountant to join our team. The successful applicant will:

  • Have minimum 3-5 years’ experience in business services accounting, including preparation of tax returns and financials for a range of business and individual clients.

  • Be CA/CPA Qualified or have commenced the qualification.

  • Be comfortable following documented procedures and providing input for continuous improvement on a personal and team level.

  • Have excellent attention to detail.

  • Be driven to grow and improve with the organisation.

Client Services Administrator – Financial Planning Division

We are looking for a Client Service Administrator in our Financial Planning Division, who can provide high quality service to our clients.

The successful applicant will join our growth orientated, flexible workplace of energetic professionals where you can continue to develop your career.

The ideal candidate will have the following attributes:

  • Experience within a financial planning business.

  • Process driven

  • Team oriented

  • Experience with Worksorted software is desirable but not essential.

  • Clear verbal and written skills.

  • Strong time management skills and attention to detail.

  • Show initiative, enthusiasm and a can-do attitude.

  • Looking to progress into a Client Services Manager role in the future.

 Main Areas of Responsibility

  • Assisting with implementation of advice relating to superannuation, investments and insurance.

  • Completion of new business documentation for the implementation of financial advice.

  • Organisation of client meeting bookings.

  • Assisting with meeting preparation.

  • Providing admin support to advisers and other staff.

  • Managing Centrelink communication and forms.

  • Liaising with and workflow co-ordination of external providers.

  • Ensuring advice process and documents meet and conform to Licensee Standards.

  • Liaising with and taking client calls/emails, including routine enquiries.