Financial Planning Advisor

7 days ago

Sydney, New South Wales, Australia William Buck Nsw Full time

About Us:

We're a leading mid-tier Accounting firm in Australia and New Zealand, with over 100 Partners and 1000 team members.

We believe in 'Changing Lives' across everything we do - clients, colleagues, and community.

We have a collaborative environment, hybrid work arrangements, and social events to keep you connected.

About this Opportunity:

This role offers a challenging position with broad exposure to financial advice/planning, mentoring from experienced advisors, and proactive support to develop your career.

You'll join our Wealth Advisory team, which is growing rapidly, and work closely with Partners and Senior Advisors to provide sophisticated advice to successful business owners, high-level executives, and ultra-high net worth families.

In this role, you'll:

  • Attend and contribute to client meetings.
  • Lead client relationships in partnership with Senior Advisors.
  • Develop and produce high-level strategy advice documents.
  • Investment analysis, portfolio construction, and management.
  • Research and develop financial strategies across wealth accumulation, investment, balance sheet restructuring, debt management, estate planning, tax minimisation, and asset protection.
  • Provide strategic input to client review documents.
  • Implement client recommendations, including portfolio trading.
  • Attend to client queries and liaise with other professionals.

About You:

  • A degree in Commerce, Economics, or similar discipline is preferred.
  • 3+ years' experience in financial planning/advice, superannuation consulting, or a technical role is preferable.
  • 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.

Benefits:

  • Flexible working arrangements.
  • Career enhancement and development opportunities.
  • Salary Continuance insurance.
  • Bi-Monthly Colleague Lunch.
  • Dress for your day.
  • Social Club events.
  • Personal Training, Yoga, Run Club, and more.
  • Working in a vibrant and collegiate culture.
  • Clear career pathway to Advisor with educational support.
  • Professional year 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.
  • We advise on wealth creation, tax minimisation, superannuation, debt management, and asset protection strategies.

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