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Financial Planning Advisor

2 months 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're passionate about 'Changing Lives' through our work, and we're looking for talented individuals to join our team.

About this Opportunity:

This role offers a challenging and rewarding experience, with broad exposure to financial planning and advice. 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.

As a key member of our Wealth Advisory team, you'll have the opportunity to develop your skills and expertise in investment analysis, portfolio construction, and management. You'll also work on complex strategy advice documents, research and develop financial strategies, and provide strategic input to client review documents.

About You:

  • A degree in Commerce, Economics, or a related field is preferred.
  • 1-2+ years' experience in financial planning, advice, or a related field is desirable.
  • Exceptional client service focus, excellent written and verbal communication skills, and strong analytical skills are essential.
  • Personable and team-oriented individuals who are passionate about delivering exceptional client outcomes are encouraged to apply.

Benefits:

  • Flexible working arrangements to balance work and personal responsibilities.
  • Career development opportunities and professional year support.
  • Salary Continuance insurance and bi-monthly colleague lunch.
  • Dress for your day and social club events.
  • Clear career pathway to Advisor with educational support.
  • Opportunity to work on UHNW family groups, business owners, executives, and asset consulting/portfolio management for institutional investors.
  • Extensive in-house training covering investments, tax, structures, asset protection, and soft skills.