Assistant Advisor

Why you want this role:
Our Wealth Advisory team is growing (+20% yoy for the last 4 years) and we are looking for an enthusiastic and driven Assistant Advisor/Paraplanner to join our team of 26 in this newly created role

If you’re looking for a challenging role with broad exposure to all aspects of financial planning, mentoring from some of the best financial advisors in Australia (check the Top 100), and want to develop your careerthen this is the perfect role for you

You will be joining an outstanding team of high performing individuals with a long history of providing 'fee-only', client centric advice, aimed at helping them to achieve their non-financial objectives by delivering great financial outcomes.

Highlights you need to know:
A clear pathway to becoming an Advisor
A proven track record of developing talented individuals into high-quality Advisors - this is not a back office or front office role, it’s both.
We manage approximately $1.3bn in assets (Sydney office, for a relatively low number of clients) and we run our own portfolios.
Our intensive training and development programs cover investments, client engagement, asset protection (using entities not just insurance) and tax, as well as the soft skills needed to engage with a client on an advice basis without ‘selling’.
We project manage and add value across all facets of our client’s financial affairs.
Under our own license, you will work closely with our Directors and Senior Advisors, to provide sophisticated and tailored advice to our successful business owners, high level executives and ultra-high net worth families.
We develop wealth creation, tax minimisation, retirement, superannuation (incl. SMSF) and asset protection strategies that encompass far more than just money management and investment.

What you'll get involved with:
Attending and contributing to new and existing client meetings.

Equally involved in leading the client relationship as the Senior Advisor - this is not a back-office role.

Assisting with the preparation of high level and complex strategic SoA’s

Researching and developing financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation and asset protection.

Preparing ongoing strategic review documents

Implementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption

Attending to general client queries

Maintenance and management of client portfolios.

We are looking for an individual who has:
A degree in Commerce, Economics, or similar discipline

2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable

A desire to invest in themselves and take advantage of the considerable training/support provided to develop them into the best Advisor they can be.

Ideally come from a paraplanning or client services background

Exceptional client service focus

Excellent written and verbal communication skills

Good lateral thinking and problem-solving skills

Strong Word, Excel and analytical skills

A little about William Buck:
We’re Accountants and Advisors, but we aren't boring

We're recognised as one of Australia’s leading mid-tier Accounting firms, with over 100 Directors and 900 team members across Australia and New Zealand.

We believe in ‘Changing Lives’ across everything we do - clients, colleagues, and community

We’ve got wonderful people, a collaborative environment, flexible work arrangements, and social events to keep you connected - and we are looking for more wonderful people to join us

A few of our Benefits:
Flexible Working Arrangements

Career development opportunities

Access to an In-house psychologist

Dress for your day

Daily fresh fruit and biscuits provided

Social Club events and activities

Join a firm that’s philosophy of ‘Changing Lives’ is present in everything that we do from clients to your career

**Job Types**: Full-time, Permanent