Why join Planlogic?

At Planlogic, we’re not just about crunching numbers – we’re about building relationships, improving processes and helping financial advisers make a difference in their clients’ lives.

What You’ll Do

Your day-to-day responsibilities will include:

• Financial reporting and analysis
• Data entry and record keeping
• Invoicing clients
• Accounts payable and receivable
• Financial operations support
• Financial system and software handling
• Support in all finance related projects

What We’re Looking For

We’re searching for someone who:

• Currently pursuing a degree in Finance, Accounting, Business Administration, or a related professional qualification.
• 1 year of relevant experience is a plus.
• Basic understanding of financial principles, regulations, and accounting practices.
• Proficiency in using Microsoft Excel or other spreadsheet software.
• Strong attention to detail and accuracy in data entry and record keeping.
• Good analytical and problem-solving skills
• Effective communication and teamwork abilities.
• Familiarity with financial software or accounting systems is a plus.