Financial Planning Specialist

5 days ago

Sydney, New South Wales, Australia William Buck Nsw Full time

About Us:

At William Buck NSW, we're a leading mid-tier Accounting firm with a strong presence in Australia and New Zealand. Our team of over 100 Partners and 1000 team members is dedicated to delivering exceptional client service and expertise.

We believe in 'Changing Lives' through our work, and we're committed to creating a collaborative and supportive environment for our colleagues.

About this Opportunity:

We're seeking an enthusiastic and driven Assistant / Associate Advisor to join our Wealth Advisory team. This is a challenging role that offers broad exposure to all aspects of financial advice and planning, with opportunities for mentoring and career development.

As a member of our team, you'll work closely with our Partners and Senior Advisors to provide sophisticated and tailored advice to successful business owners, high-level executives, and ultra-high net worth families.

Key Responsibilities:

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

About You:

  • A degree in Commerce, Economics, or similar discipline is preferred.
  • 3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable.
  • 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.

Benefits:

  • Flexible working to help you balance work and personal responsibilities.
  • Career enhancement and development opportunities.
  • Salary Continuance insurance.
  • Bi-Monthly Colleague Lunch.
  • Dress for your day.
  • Social Club events.
  • Personal Training, Yoga, Run Club and more.
  • Working in a vibrant and collegiate culture where you as a person, and your contribution is valued.
  • Clear career pathway to Advisor with educational support along the way.
  • Professional year support.
  • Opportunity to work on UHNW family (office) groups, business owners, executives as well as asset consulting/portfolio management for institutional investors.
  • 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.

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