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Associate Advisor

4 months ago

Sydney, Australia William Buck Nsw Full time

About Us:

We're recognised as one of Australia’s leading mid-tier Accounting firms, with over 100 Directors and 1000 team members across Australia and New Zealand.

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

We have wonderful people, a collaborative environment, hybrid work arrangements, and social events to keep you connected – and we are looking for more wonderful people to join us

About this Opportunity:

If you’re looking for a challenging role with broad exposure to all aspects of financial advice/planning, mentoring from some of the best financial advisors in Australia (check the Top 100), and proactive support to continue to develop your career… then this is the perfect role for you

Our Wealth Advisory team is growing (+20% yoy for the last 4 years) and we are looking for an enthusiastic and driven Assistant / Associate Advisor to join our team

You will be joining an outstanding team of high performing individuals with a long history of providing 'fee-only', client centric advice.

Under our own license, you will work closely with our Directors 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 will:

  • Attend and contribute to new and existing client meetings.
  • Lead the client relationship in partnership with a Senior Advisor.
  • Work with Directors/Senior Advisors to develop and produce high level and truly complex strategy advice documents.
  • Investment analysis, portfolio construction and management.
  • Research and develop financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation and asset protection.
  • Provide strategic input to the preparation of client review documents.
  • Implementation of client recommendations, including portfolio trading, to bring a strategy to life.
  • Attend to client queries and liaising with other professionals to deliver great client outcomes.

About You :

  • A degree in Commerce, Economics, or similar discipline preferred.
  • 3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting 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. 
  • Free company provided 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 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.