Assistant Advisor

5 days ago

Sydney, New South Wales, Australia William Buck Full time

Job Category: Banking and Financial Services

Job Description

Are you eager to join a dynamic team in Wealth Advisory?

William Buck, more than advisors: We understand that exceptional advice comes from passionate people who thrive in an environment where they feel empowered to shape outcomes. That's why at William Buck, we've created what we like to call the 'Goldilocks' model – a top ten performing business that's just the right size to ensure every employee has a tangible impact.

William Buck is the perfect place to start, grow or take your career to the next level. Be part of a dynamic team that prides itself on delivering advice that makes a difference.

Description of the role: We're seeking an Assistant Advisor to join our Wealth Advisory team. In this role, you'll guide individuals towards securing their financial futures. By offering tailored strategies, you'll help clients achieve their investment, retirement, and wealth management goals while making a meaningful impact on their lives.

What makes you 'just right':

  • A degree in Commerce, Economics, or similar discipline preferred
  • 1-2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable
  • A desire to invest in themselves as much as we will invest in them
  • Exceptional client service focus and excellent written and verbal communication skills
  • Exceptional lateral thinking and problem-solving skills
  • Strong Word, Excel and analytical skills
  • Personable and good fun people who want to build their careers with us

What your day might look like:

  • Attending and contributing to new and existing client meetings
  • Leading the client relationship in partnership with a Senior Advisor
  • Working with Partners/Senior Advisors to develop and produce high level and truly complex strategy advice documents
  • Investment analysis, portfolio construction and management
  • Researching and developing financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation and asset protection
  • Providing strategic input to the preparation of client review documents
  • Implementation of client recommendations, including portfolio trading, to bring a strategy to life
  • Attending to client queries and liaising with other professionals to deliver great client outcomes

What makes us 'just right':

  • Clear career pathway to Advisor with educational support along the way
  • Professional year support
  • Collegiate, client centric advice culture – not a sales culture
  • Opportunity to work on UHNW family (office) groups, business owners, executives as well as asset consulting/portfolio management for institutional investors
  • We have a proven track record of developing talented individuals into high-quality Advisors
  • Extensive in-house training covering investments, tax, structures (Trusts, Companies Partnerships etc), asset protection (using entities not just insurance), as well as the soft skills needed to engage with a client on an advice basis without 'selling'
  • We advise on wealth creation, tax minimisation, superannuation (incl. SMSF specialisation), debt management and recycling, asset protection strategies that encompass far more than just money management and investment, as important as it is.
  • Hybrid Working Arrangements - 2 days from home
  • Salary Continuance Insurance for all employees
  • Access to an In-house psychologist - for personal, professional or career coaching discussions
  • Bi-Monthly Colleague Lunch
  • Dress for your day
  • Leading Learning and Development Program
  • Cutting-edge Return to Work Incentive for primary carers

More about us:

William Buck is a leading network of Chartered Accountants and business advisors, established in 1895, with over 140 partners and 1,100 professional staff across 10 offices in Australia and New Zealand, focusing on deeply understanding clients' needs and tailoring solutions that go beyond traditional accounting and advisory services.

If you want to join a company where friendships are forged and careers made, then come on over to a place that's delivering more than just advice.

Diversity, equity and inclusion statement:

William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.

Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you may require any special accommodations in order to participate fully in our recruitment process.

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