Strategic Financial Planning Consultant
4 days ago
We are seeking a highly skilled Strategic Financial Planning Consultant to join our team at William Buck. The ideal candidate will have a strong understanding of the financial planning process and be able to collaborate with senior advisors to devise and prepare comprehensive financial planning strategies.
Key Responsibilities:- Collaborate with senior advisors to develop and implement financial planning strategies
- Attend client meetings to understand their needs and provide expert advice
- Create accurate financial models to inform decision-making
- Support the management of client relationships, ensuring exceptional service delivery
- Prepare high-quality advice documents as required
- Liaise with fund managers and third-party providers to deliver optimal outcomes
About You:
Requirements:- Bachelor's degree in a relevant field
- Minimum 2+ years' experience in a paraplanning or similar role within a professional services environment
- Strong knowledge of the financial planning process and industry regulations
- Experience in preparing Statements of Advice (SOA) and Retirement Options Analysis (ROA)
- Proficiency in XPlan financial planning software
- Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships
- Demonstrated ability to meet deadlines, prioritize workflow, and manage multiple projects simultaneously
We Offer:
Benefits:- A competitive salary of AU$80,000 - AU$110,000 per annum, commensurate with experience
- Opportunities for career growth and professional development in a dynamic and expanding team
- A collaborative and supportive work environment that fosters learning, innovation, and excellence
Contact Information:
Please click on the link to apply today.
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