2024/2025 Graduate - Financial Services / Wealth Advisory

4 weeks ago

Sydney, Australia William Buck Full time
Work with and be mentored by one of Australia's leading Advisors Social, Supportive and hybrid team environment Winner of GradAustralia's Overall Best Workplace in Accounting and Finance Rated No.2 of Best Accounting and Finance Graduate Employers from GradAustralia

Are you a recent university graduate looking to launch your career in financial services? If you’re looking to join a team that values innovation, diversity, and collaboration, William Buck is the place for you 

A career in Wealth Advisory:

Looking for a career that will not only have a positive impact on your life but also on the lives of others? Then it’s time to explore a career in Wealth Advisory 

Working closely with Directors and Senior Advisors, your key responsibilities will involve: 

First point of contact for clients; Preparation of portfolio reviews for client meetings; Attending client meetings; Executing investment trades; Assisting in the development of client strategies; and General correspondence and workflow management.

You will be front and centre of the client relationship, liaising with and attending regular meetings - and as you develop, be given your own client list 

Our team is our biggest asset and we continue to invest in and support your career by providing monthly technical training, as well as soft skills and initial client engagement training which will help you develop the skills you need to become a great Advisor.

If you are eager to learn, love a challenge and want to develop into the best Advisor you can be, this is the role for you

A little about you:

You have a passion for Wealth Management / Financial Planning You are both client and team focused You are looking for a fun, collaborative and engaging workplace You have a high attention to detail, good listening skills and an eagerness to learn You have recently completed, or soon to complete, a relevant degree at an Australian University

About William Buck:

At William Buck, we have a belief of 'Changing Lives' across everything we do, including clients, colleagues and community.

We’re recognised as one of Australia’s top mid-tier Accounting firms, with over 45 Directors and 250 team members across Sydney and Parramatta.

We create opportunities for our people and support their development to ensure bright futures and continued career growth, and we’re looking for more driven and aspiring individuals to join us

Last year we won GradAustralia's Overall Best Workplace for Graduates in Accounting and Finance. Yes, we beat the Big 4 And came in No.2 in Australia for Best Graduate Employers in Accounting and Finance.

What makes us so great:

Clear Career Pathways, Focused Learning and Development Programs - Graduate College, companywide monthly Tax Training, wealth advisory specific Technical Training, Investment Training and Soft Skills Training Open door policy - one on one access to Directors and Senior Leaders within the firm Greater client exposure - you'll attend meetings on a regular basis and get firsthand experience alongside our Advisors You will be part of a collaborative, social and inclusive culture - we have lots of social events, end-of-month drinks, and regular colleague breakfasts and lunches Were Accountants and Advisors, but we aren’t boring You'll learn lots, be challenged, and you WILL have fun time doing it We live our CARE values 

Some of our benefits:

Emphasis on Work Life Balance Flexible Work Arrangements Focus on Continued Learning & Development at all levels Attend National Training Conferences Social Club Events Personal Training / Yoga / Run Club / Sporting Teams Mentorship (Senior Team Members paired with Junior Team Members) Dress for your day Salary Continuance Insurance for all employees

Your application will remain confidential, and the successful applicant will have Australian Permanent Residency or Citizenship.

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