Strategic Financial Planning Advisor

4 weeks ago


Melbourne, Victoria, Australia William Buck Full time

We are seeking an experienced Associate Advisor to join our team at William Buck. As a key member of our financial planning team, you will be responsible for devising and preparing comprehensive financial planning strategies in collaboration with senior advisors.

Key Responsibilities:

  • Collaborate with senior advisors to develop and implement financial planning strategies
  • Attend client meetings to discuss and present planning recommendations
  • Prepare detailed financial models to support planning decisions
  • Maintain strong relationships with clients, ensuring their needs are met and exceeded
  • Prepare advice documents as required, communicating complex information in a clear and concise manner
  • Liaise with fund managers and third-party service providers to ensure seamless delivery of services

About You:

To succeed in this role, you will require:

  • A bachelor's degree in a relevant discipline, such as finance, accounting, or economics
  • A minimum of 2+ years' experience in a paraplanning or similar position within a professional services environment or boutique practice
  • A strong understanding of the financial planning process, including SOA and ROA preparation
  • Proficiency with XPlan financial planning software
  • Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships
  • The capacity to meet deadlines, prioritize workflow, and manage multiple projects simultaneously

What We Offer:

In return for your expertise and dedication, we offer:

  • A competitive salary of $80,000 - $100,000 per annum, commensurate with experience
  • Opportunities for career growth and professional development within our expanding team
  • A collaborative and supportive work environment that fosters learning and innovation


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