MULTIPLE JOBS- BOOKKEEPER, INTERMEDIATE TO SENIOR ACCOUNTANT, FINANCIAL PLANNER-FRASER COAST (Job ID 794)

Multiple roles available-Updated 4th of September 2025

Hiring for Wide Bay–Burnett Region of Queensland public practice firms!

1. ASSOCIATE FINANCIAL PLANNER W/ PARTNERSHIP PROSPECTS – SOUTHEAST QLD - BOUTIQUE FINANCIAL PLANNING FIRM – NEG SALARY PCKG (Job ID 790)

Are you a...

Senior Financial Planner looking for full-time employment ?

OR

Senior Financial Planner with a small client portfolio and the capacity to take on more clients seeking partnership prospects ?

Our client is a boutique financial planning firm with $2m in fee revenue, strong community ties and close links to accounting professionals. Step into a ready-made client portfolio and provide holistic advice across super, retirement, investments, insurance and estate planning.

We’re seeking an experienced Financial Planner (3–5 years, FASEA qualified) with strong technical knowledge and excellent client relationship skills.

This role offers mentorship, career progression, and a genuine pathway to equity — all while enjoying the benefits of coastal living: affordable lifestyle, no traffic, and access to fishing, boating and swimming.

2. PARAPLANNER - SOUTHEAST QUEENSLAND – FINANCIAL PLANNING FIRM - UP TO $100K (Job ID 789)

Ready to trade the city grind for a coastal lifestyle and real career growth?

Want independence at work with strong mentorship to back you up?

Looking for diverse clients and a clear path to equity?

Our client, a well-established financial planning firm partnered with an accounting practice, is seeking a skilled Paraplanner to join their close-knit team. You’ll support senior advisers across a diverse client base (agriculture, SMSFs, pre-retirees, insurance, small business) by preparing SOAs, financial projections and delivering high-quality adviser support.

To be considered, you’ll need 2+ years’ Australian experience in paraplanning with strong technical skills. The firm offers flexible working arrangements, a supportive culture and genuine career progression, including the potential to step into an advisory role or equity in the future.

3. BOOKKEEPER – SOUTHEAST QLD – BOUTIQUE CA FIRM (Job ID 791)

Are you a Bookkeeper with 5+ years’ experience?

Are you looking for a supportive boutique firm where your skills make a real impact?

Do you want the balance of career growth and an enviable coastal lifestyle?

Our client, a boutique accounting and financial services firm with over 25 years in the industry, is seeking an experienced Bookkeeper to join their supportive team. In this role, you will manage payroll, BAS, reconciliations, reporting and more across a diverse client base, whilst enjoying the benefits of flexible working arrangements, an enviable coastal lifestyle, annual team bonuses and clear career growth opportunities.

To succeed, you will bring at least five years’ bookkeeping experience, strong knowledge of MYOB or Xero, and a proactive, client-focused approach.

4. CLIENT SERVICES OFFICER – SOUTHEAST QLD - UP TO $70K (Job ID 788)

Are you looking for a firm that values results over timesheets?

Do you want career growth with the bonus of annual team rewards?

Are you ready to join a close-knit team where your voice matters?

Our client is a boutique accounting and financial services firm with 20+ years in business, servicing metropolitan and regional clients with a strong focus on rural industries.

They are seeking a Client Services Officer with administration experience and ideally ASIC compliance knowledge. The role involves managing ASIC lodgements, company changes, client records, compliance documentation, and client communication.

This is a great opportunity to join a close-knit team offering career development, annual bonuses and direct access to decision-makers.