Senior Financial Planning Specialist

4 weeks ago


Melbourne, Victoria, Australia William Buck Full time
Key Responsibilities:
As a Senior Financial Planning Specialist at William Buck, you will be responsible for collaborating with senior advisors to devise and prepare financial planning strategies. This will involve attending client meetings, financial modelling, and assisting in managing client relationships to ensure their needs are met and exceeded. Additionally, you will be responsible for preparing advice documents as required and liaising with fund managers and third parties.

About You:
To be successful in this role, you will need 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 also require a strong understanding of the financial planning process, experience in preparation of SOA and ROA, and proficiency with XPlan financial planning software. Exceptional communication and interpersonal skills, with the ability to build and maintain client relationships, are also essential. Furthermore, you will need to demonstrate the ability to meet deadlines, prioritise workflow, and manage projects.

What We Offer:
As a Senior Financial Planning Specialist at William Buck, you will be offered a competitive salary commensurate with experience. You will also have opportunities for career growth and professional development in an expanding team, as well as a collaborative and supportive work environment that fosters learning and innovation.

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