Strategic Financial Planning Specialist

1 day ago


Melbourne, Victoria, Australia William Buck Full time

We are seeking a Strategic Financial Planning Specialist to join our team at William Buck.

About the role:

The successful candidate will be responsible for collaborating with senior advisors to devise and prepare comprehensive financial planning strategies, attending client meetings, and providing exceptional support in managing client relationships. You will also assist in preparing advice documents and liaising with fund managers and third parties.

About you:

To excel in this role, you will need a bachelor's degree in a relevant discipline, a minimum of 2+ years' experience in a paraplanning or similar position within a professional services environment or boutique practice. Strong knowledge of the financial planning process, experience in preparation of SOA and ROA, and proficiency with XPlan financial planning software are essential. Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships, are also critical.

What we offer:

As a Strategic Financial Planning Specialist at William Buck, you can expect a competitive salary of $80,000 - $100,000 per annum, commensurate with your experience. We also offer opportunities for career growth and professional development in an expanding team, as well as a collaborative and supportive work environment that fosters learning and innovation.



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