Financial Planning Advisor

3 weeks 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 making a positive impact in our communities.

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

About this Opportunity:

We're seeking an enthusiastic and driven Assistant Advisor to join our Wealth Advisory team. As a key member of our team, you'll have the opportunity to 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.

In this role, you'll be responsible for:

  • Attending and contributing to new and existing client meetings.
  • Leading the client relationship in partnership with a Senior Advisor.
  • Developing and producing high-level and complex strategy advice documents.
  • Investment analysis, portfolio construction, and management.
  • Researching and developing financial strategies across wealth accumulation, investment strategies, balance sheet restructuring, debt management, estate planning, tax minimization, and asset protection.
  • Providing strategic input to the preparation of client review documents.
  • Implementing client recommendations, including portfolio trading, to bring a strategy to life.
  • Attending to client queries and liaising with other professionals to deliver great client outcomes.

About You:

  • A degree in Commerce, Economics, or a similar discipline is preferred.
  • 1-2+ years' experience working in the industry within 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 Awaiting You:

  • Flexible working to help you balance work and personal responsibilities.
  • Career enhancement and development opportunities.
  • Salary Continuance insurance.
  • Bi-Monthly Colleague Lunch.
  • Dress for your day.
  • Social Club events.
  • Working in a vibrant and collegiate culture where you as a person, and your contribution is valued.
  • Clear career pathway to Advisor with educational support along the way.
  • Professional year support.
  • Opportunity to work on UHNW family (office) groups, business owners, executives, as well as asset consulting/portfolio management for institutional investors.
  • Extensive in-house training covering investments, tax, structures (Trusts, Companies Partnerships etc), asset protection (using entities not just insurance), as well as the soft skills needed to engage with a client on an advice basis without 'selling'.
  • We advise on wealth creation, tax minimisation, superannuation (incl. SMSF specialisation), debt management, and recycling, asset protection strategies that encompass far more than just money management and investment, as important as it is.

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