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Financial Planning Specialist

2 months 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 a strong presence across the region.

We're committed to 'Changing Lives' through our work with clients, colleagues, and the community.

We offer a collaborative environment, hybrid work arrangements, and social events to foster connections among our team members.

About This Opportunity

We're seeking an enthusiastic and driven Assistant / Associate Advisor to join our Wealth Advisory team.

This role offers broad exposure to financial advice and planning, mentoring from experienced professionals, and proactive support for career development.

You'll work closely with our Partners and Senior Advisors to provide sophisticated advice to successful business owners, high-level executives, and ultra-high net worth families.

Key Responsibilities
  • 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 for 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 a related field is preferred.
  • 3+ years' experience in financial planning, superannuation consulting, or a technical role is desirable.
  • 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 to balance work and personal responsibilities.
  • 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 where you're valued as a person and a contributor.
  • 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 for client engagement.
  • We advise on wealth creation, tax minimisation, superannuation, debt management, and asset protection strategies.