Strategic Financial Planning Advisor
4 weeks ago
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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