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Financial Planning Specialist
2 months ago
As a Financial Planning Specialist at William Buck, you will play a key role in devising and preparing financial planning strategies in collaboration with senior advisors. Your responsibilities will include attending client meetings, financial modelling, and assisting in managing client relationships to ensure their needs are met and exceeded. You will also be responsible for preparing advice documents as required and liaising with fund managers and third parties.
About You
We are seeking a highly skilled and experienced professional with a Bachelor's degree in a relevant discipline and a minimum of 2+ years' experience in a paraplanning or similar position within a professional services environment or boutique practice. You will have a strong understanding of the financial planning process, experience in preparation of SOA and ROA, and proficiency with XPlan financial planning software. Additionally, you will possess exceptional communication and interpersonal skills, with the ability to build and maintain client relationships, and demonstrated ability to meet deadlines, prioritise workflow, and manage projects.
What We Offer
As a Financial Planning Specialist at William Buck, you will have the opportunity to work in a collaborative and supportive work environment that fosters learning and innovation. You will also have access to competitive salary commensurate with experience and opportunities for career growth and professional development in an expanding team.
