Assistant Advisor
7 months ago
**Why you want this role**:
If you’re looking for a challenging role with broad exposure to all aspects of financial advice/planning, mentoring from some of the best financial advisors in Australia (check the Top 100), and proactive support to continue to develop your careerthen this is the perfect role for you
Our Wealth Advisory team is growing (+20% yoy for the last 4 years) and we are looking for an enthusiastic and driven Assistant / Associate Advisor to join our team
You will be joining an outstanding team of high performing individuals with a long history of providing 'fee-only', client centric advice.
Under our own license, you will work closely with our Directors and Senior Advisors, to provide sophisticated and tailored advice to successful business owners, high level executives and ultra-high net worth families.
**Highlights you need to know**:
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.
**What you'll get involved with**:
Attending and contributing to new and existing client meetings
Leading the client relationship in partnership with a Senior Advisor
Working with Directors/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
**We are looking for an individual who has**:
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 - which is a lot
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
**A few Benefits waiting on your arrival**:
Hybrid Working Arrangements - 2 days from home
Salary Continuance Insurance for all employees
Genuine career development opportunities
Access to an In-house psychologist - for personal, professional or career coaching discussions
Bi-Monthly Colleague Lunch
Dress for your day
Social Club events
Personal Training, Yoga, Run Club and more
Mentorship
Cutting-edge Return to Work Incentive for primary carers
-
Assistant Advisor
7 months ago
Sydney, Australia William Buck NSW Full time**Introduction**: **Why you want this role**: If you’re looking for a challenging role with broad exposure to all aspects of financial advice/planning, mentoring from some of the best financial advisors in Australia (check the Top 100!), and proactive support to continue to develop your careerthen this is the perfect role for you! Our Wealth Advisory team...
-
Assistant Advisor
6 months ago
Sydney, Australia William Buck Full time**About Us**: We're recognised as one of Australia’s leading mid-tier Accounting firms, with over 100 Directors and 1000 team members across Australia and New Zealand. We believe in ‘Changing Lives’ across everything we do - clients, colleagues, and community! We have wonderful people, a collaborative environment, hybrid work arrangements, and social...
-
Assistant Advisor
6 months ago
Sydney, Australia William Buck NSW Full time**Description**: **About Us**: We're recognised as one of Australia’s leading mid-tier Accounting firms, with over 100 Directors and 1000 team members across Australia and New Zealand. We believe in ‘Changing Lives’ across everything we do - clients, colleagues, and community! We have wonderful people, a collaborative environment, hybrid work...
-
Assistant Advisor
4 months ago
Sydney, Australia William Buck NSW Full time**Description**: **About Us**: We're recognised as one of Australia’s leading mid-tier Accounting firms, with over 100 Partners and 1000 team members across Australia and New Zealand. We believe in ‘Changing Lives’ across everything we do - clients, colleagues, and community! We have wonderful people, a collaborative environment, hybrid work...
-
Assistant Advisor
4 months ago
Sydney, Australia William Buck Full time**About Us**: We're recognised as one of Australia’s leading mid-tier Accounting firms, with over 100 Partners and 1000 team members across Australia and New Zealand. We believe in ‘Changing Lives’ across everything we do - clients, colleagues, and community! We have wonderful people, a collaborative environment, hybrid work arrangements, and social...
-
Assistant Advisor
6 months ago
Sydney, Australia William Buck Full time**About Us**: We're recognised as one of Australia’s leading mid-tier Accounting firms, with over 100 Directors and 1000 team members across Australia and New Zealand. We believe in ‘Changing Lives’ across everything we do - clients, colleagues, and community! We have wonderful people, a collaborative environment, hybrid work arrangements, and social...
-
Assistant Advisor
6 months ago
Sydney, Australia William Buck NSW Full time**Description**: **About Us**: We're recognised as one of Australia’s leading mid-tier Accounting firms, with over 100 Directors and 1000 team members across Australia and New Zealand. We believe in ‘Changing Lives’ across everything we do - clients, colleagues, and community! We have wonderful people, a collaborative environment, hybrid work...
-
Assistant Business Advisor
3 months ago
Sydney Western Suburbs, Australia NSW Property Development & Valuation Full timeTemporary full-time opportunity to June 2026 - Office locations: Parramatta with hybrid working from home options available - Salary relative to experience, ranging from $93,295 - $102,941 **What’s in it for me?** Join our team for a fantastic culture with dynamic collaboration and genuine long-term career support. We offer flexibility in work...
-
Assistant Advisor
3 months ago
Sydney, Australia NSW Department of Customer Service Full time**Assistant **Advisor**, **Tax Debt, **Taxes & Grants - Revenue NSW** **Employment Type**:various o**ngoing and **temporary roles** **Grade: Clerk Grade 5/6** **Location: Gosford, Maitland, Lithgow, Parramatta, or Wollong**ong** **_ Employees on a current 5/6 talent pool or who have been comparatively assessed at grade are encouraged to...
-
Aps5 Assistant Regional Security Advisor
4 months ago
Sydney, Australia Chandler Macleod Full timeFederal Government opportunity open to Parramatta, Penrith. Surry hills, Wagga Wagga and Newcastle - 12-month contract with the possibility of extension - APS5 - $55.24 per hour plus super Out Federal Government Client is seeking skilled Security Advisor for a 12 month temporary contract. The APS5 Regional Security Advisor will contribute to the provision...
-
HR Advisor
7 months ago
Sydney, Australia HAYS Full timeHR Advisor | Aged Care organisation | St Leonards/hybrid | 6-8 weeks | $40-$45ph + Super **Your new company** Your new company is an Aged Care provider based in St. Leonards. The company has beautiful offices near the train station, and they are looking for a HR Advisor who can hit the ground running for a 6-8 weeks role. **Your new role** As a HR...
-
Assistant Technical Advisor
7 months ago
Sydney, Australia NSW Government -Environment Protection Authority Full time**Assistant Technical Advisor - Chemicals, Pesticides and Dangerous Goods** **_Do you want your work to make a difference for NSW?_**: - Together, we create thriving environments, communities and economies._ - Join a world-class organisation and make a difference to the environment - Thrive in a supportive, collaborative and creative environment -...
-
Associate Advisor
7 months ago
Sydney, Australia William Buck Full time**Why you want this role**: If you’re looking for a challenging role with broad exposure to all aspects of financial advice/planning, mentoring from some of the best financial advisors in Australia (check the Top 100!), and proactive support to continue to develop your careerthen this is the perfect role for you! Our Wealth Advisory team is growing (+20%...
-
Associate Advisor
7 months ago
Sydney, Australia William Buck NSW Full time**Introduction**: **Why you want this role**: If you’re looking for a challenging role with broad exposure to all aspects of financial advice/planning, mentoring from some of the best financial advisors in Australia (check the Top 100!), and proactive support to continue to develop your careerthen this is the perfect role for you! Our Wealth Advisory team...
-
Associate Advisor
6 months ago
Sydney, Australia William Buck Full time**About Us**: We're recognised as one of Australia’s leading mid-tier Accounting firms, with over 100 Directors and 1000 team members across Australia and New Zealand. We believe in ‘Changing Lives’ across everything we do - clients, colleagues, and community! We have wonderful people, a collaborative environment, hybrid work arrangements, and social...
-
Associate Advisor
6 months ago
Sydney, Australia William Buck NSW Full time**Description**: **About Us**: We're recognised as one of Australia’s leading mid-tier Accounting firms, with over 100 Directors and 1000 team members across Australia and New Zealand. We believe in ‘Changing Lives’ across everything we do - clients, colleagues, and community! We have wonderful people, a collaborative environment, hybrid work...
-
Associate Advisor
4 months ago
Sydney, Australia William Buck Full time**About Us**: We're recognised as one of Australia’s leading mid-tier Accounting firms, with over 100 Partners and 1000 team members across Australia and New Zealand. We believe in ‘Changing Lives’ across everything we do - clients, colleagues, and community! We have wonderful people, a collaborative environment, hybrid work arrangements, and social...
-
Associate Advisor
4 months ago
Sydney, Australia William Buck NSW Full time**Description**: **About Us**: We're recognised as one of Australia’s leading mid-tier Accounting firms, with over 100 Partners and 1000 team members across Australia and New Zealand. We believe in ‘Changing Lives’ across everything we do - clients, colleagues, and community! We have wonderful people, a collaborative environment, hybrid work...
-
Client Advisor
6 months ago
Sydney, Australia Moncler Au Full time**About the business** Moncler was founded in Grenoble, France, in 1952 and is currently headquartered in Milan, Italy. Over the years the brand has combined style with constant technological research assisted by experts in activities linked to the world of the mountain. This makes the Moncler collections the quintessence of outwear that marries the extreme...
-
Safety Advisor
7 months ago
Sydney, Australia CPB Contractors Full time**Safety Advisor**: - Job ID- 1001462- Job Type- Permanent Full-time- Location- Aus - Sydney- Categories- Safety / Health / Environment / Quality- Share- Applications close**About the Project**: John Holland CPB Contractors (JHCPB) is delivering the $750 million Western Harbour Tunnel Southern Works construction project. Western Harbour Tunnel - Stage One...
