Senior Financial Planner

2 weeks ago

Sydney, New South Wales, Australia William Buck Full time

About the Role:

We are seeking a highly motivated and driven Senior Financial Planner to join our Wealth Advisory team at William Buck. As a Senior Financial Planner, you will be responsible for providing sophisticated and tailored advice to successful business owners, high-level executives, and ultra-high net worth families.

Key Responsibilities:

  • 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 restructuring, debt management, estate planning, tax minimization, 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

Requirements:

  • A degree in Commerce, Economics, or a similar discipline preferred
  • 3+ 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

About Us:

At William Buck, we are committed to providing our clients with exceptional service and advice. We have a proven track record of developing talented individuals into high-quality Advisors. We offer a range of benefits, including hybrid working arrangements, salary continuance insurance, genuine career development opportunities, and access to an in-house psychologist.

  • Senior Financial Planner

    2 months ago

    Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Perpetual. As a Senior Financial Planner, you will be responsible for preparing and presenting strategic financial plans to prospective clients and providing ongoing strategic and investment reviews to existing clients.Key ResponsibilitiesDevelop and...

  • Financial Planner

    2 weeks ago

    Sydney, New South Wales, Australia MAYDAY Recruitment Group Full time

    Unlock Your Potential as a Financial PlannerMAYDAY Recruitment is proud to partner with a leading Australian life insurer to offer a unique opportunity for a Financial Planner to join their team.As a Financial Planner, you will work closely with customers to help them achieve their financial goals through the Wealth Maximiser product. Your expertise will be...

  • Senior Financial Planner

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Full time

    {"About the Role": "Strategic Financial PlanningAs a Senior Financial Planner, you will be responsible for preparing and presenting strategic financial plans to prospective clients and providing ongoing strategic and investment reviews to existing clients.You will also develop new business by completing prospecting activities and converting leads provided...

  • Senior Financial Planner

    1 month ago

    Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our Wealth Management team. As a Senior Financial Planner, you will be responsible for providing strategic financial advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesPrepare and present comprehensive financial plans to...

  • Senior Financial Planner

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled Senior Financial Planner to join our team at Perpetual Private. As a key member of our wealth management business, you will be responsible for providing strategic financial advice to our clients and developing new business opportunities.Key ResponsibilitiesPrepare and present financial plans to clients and...

  • Financial Planner

    3 weeks ago

    Sydney, New South Wales, Australia MAYDAY Recruitment Group Full time

    Join Our Team as a Financial PlannerMAYDAY Recruitment Group is excited to partner with a leading Australian life insurer to offer comprehensive life insurance and other covers while providing exceptional personal service.As a Financial Planner, you will work closely with our Wealth Maximiser product, coaching customers using statements of advice generated...

  • Financial Planner

    3 weeks ago

    Sydney, New South Wales, Australia MAYDAY Recruitment Group Full time

    Join Our Team as a Financial PlannerMAYDAY Recruitment Group is excited to partner with a leading Australian life insurer to offer comprehensive life insurance and other covers while providing exceptional personal service.As a Financial Planner, you will work closely with our Wealth Maximiser product, coaching customers using statements of advice generated...

  • Financial Planner

    1 month ago

    Sydney, New South Wales, Australia NobleOak Full time

    NobleOak is a high-growth challenger brand that prioritizes its clients' needs.We're seeking an experienced financial planner to join our Sydney team in a specialized role.Job OverviewAs a financial planner on our Wealth Maximiser product, you'll work closely with customers to help them achieve their financial goals. You'll utilize your expertise in...

  • Financial Planner

    1 month ago

    Sydney, New South Wales, Australia NobleOak Full time

    NobleOak is a high-growth challenger brand that prioritizes its clients' needs.We're seeking an experienced financial planner to join our team in Sydney for a specialized role.Job OverviewAs a financial planner working on our Wealth Maximiser product, you'll coach customers using statements of advice generated from our platform, helping them achieve their...

  • Financial Planner

    1 month ago

    Sydney, New South Wales, Australia NobleOak Full time

    NobleOak is a high-growth challenger brand that prioritizes its clients' needs.We're seeking an experienced financial planner to join our team in Sydney for a specialized role.Job OverviewAs a financial planner working on our Wealth Maximiser product, you'll be coaching customers using statements of advice generated from our platform, helping them achieve...

  • Financial Planner

    1 month ago

    Sydney, New South Wales, Australia NobleOak Full time

    NobleOak is a high-growth challenger brand that puts the client at the centre of its business.We are seeking an experienced financial planner to join our team in Sydney for a specialized role.Job OverviewAs a financial planner working on our Wealth Maximiser product, you will be coaching customers using statements of advice generated from our platform,...

  • Financial Planner

    3 weeks ago

    Sydney, New South Wales, Australia NobleOak Full time

    NobleOak is a high-growth challenger brand that puts the client at the centre of our business.We are seeking an experienced financial planner to join our team in Sydney for a specialized role.Job DescriptionAs a financial planner working on our Wealth Maximiser product, you will be coaching customers using statements of advice generated from our platform,...

  • Financial Planner

    3 weeks ago

    Sydney, New South Wales, Australia MAYDAY Recruitment Group Full time

    Join Our Team as a Financial PlannerMAYDAY Recruitment Group is excited to partner with a leading Australian life insurer to offer comprehensive life insurance and other covers while providing exceptional personal service.As a Financial Planner, you will work with our new Wealth Maximiser product, guiding customers through statements of advice generated from...

  • Financial Planner

    4 weeks ago

    Sydney, New South Wales, Australia Randstad Full time

    About the CompanyRandstad is a leading provider of recruitment and HR services, with a strong focus on delivering exceptional results for our clients and candidates.About the RoleWe are seeking an experienced Financial Planner to join our team, providing tailored superannuation advice to existing members of our funds. The successful candidate will have a...

  • Financial Planner

    2 months ago

    Sydney, New South Wales, Australia BDO Full time

    Job OpportunityWe are seeking an experienced Financial Planner to join our Private Wealth Team at BDO.As a Financial Planner, you will be responsible for providing holistic strategic and investment advice to our clients, developing and implementing personalized wealth management strategies, and assisting clients with complex decisions around protecting and...

  • Financial Planner

    1 month ago

    Sydney, New South Wales, Australia Hostplus Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Hostplus, a leading superannuation fund in Australia. As a Financial Planner, you will play a crucial role in helping our members achieve their retirement aspirations.Key ResponsibilitiesDeliver comprehensive and high-quality personal financial advice, focusing on retirement...

  • Senior Merchandise Planner

    2 weeks ago

    Sydney, New South Wales, Australia Retailworld Resourcing Full time

    {"title": "Senior Merchandise Planner", "description": "Drive growth and success as a Senior Merchandise Planner in a premium fashion brand.As a key member of the team, you will be responsible for shaping the future of the brand by analyzing data, forecasting sales, and managing stock levels.With a focus on innovation and customer satisfaction, you will work...

  • Senior Business Development Manager

    4 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    Job Title: Senior Business Development Manager - Boutique & AlternativesWe are seeking an experienced Senior Business Development Manager to join our team in Sydney. As a key member of our Distribution Division, you will be responsible for driving the sales and distribution of MLC Asset Management's investment capabilities to Financial Advisers & Asset...

  • Financial Planner Position

    1 month ago

    Sydney, New South Wales, Australia Randstad Full time

    About the CompanyRandstad is a leading provider of recruitment and HR services, with a strong focus on delivering exceptional results for our clients and candidates. Our company values diversity and inclusion, and we are committed to creating a workplace that is welcoming and inclusive for all.About the RoleWe are seeking an experienced Financial Planner to...

  • Senior Business Development Manager

    2 months ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Business Development Manager to join our team at Insignia Financial. As a key member of our sales team, you will be responsible for driving the sales and distribution of our investment capabilities to financial advisers and asset consultants.Key ResponsibilitiesDevelop and implement sales...