Senior Financial Planner

3 weeks ago

Sydney, New South Wales, Australia William Buck Full time
About the Role:

As a Senior Financial Planner with William Buck, you will have the opportunity to 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. Our Wealth Advisory team is growing, and we are looking for an enthusiastic and driven individual to join our team.

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 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

Requirements:
  • A degree in Commerce, Economics, or 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 You:
  • Someone who is passionate about delivering exceptional client service and building strong relationships
  • A team player who is always willing to lend a hand and support their colleagues
  • A person who is committed to ongoing professional development and is always looking for ways to improve their skills and knowledge
  • Able to work in a fast-paced environment and prioritize multiple tasks and deadlines
  • Someone who is a good communicator and can articulate complex financial concepts in a clear and concise manner

Benefits:
  • 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

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