Financial Planning Advisor

3 weeks ago

Sydney, New South Wales, Australia William Buck Full time

About the Role:

We are seeking a highly motivated and driven Associate Advisor to join our Wealth Advisory team at William Buck. As a key member of our team, 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 believe in investing in our people and providing them with the opportunities to grow and develop their careers. If you are a motivated and driven individual who is looking for a challenging role with broad exposure to all aspects of financial advice and planning, then we would love to hear from you.

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