Our Brisbane office is currently seeking a motivated Financial Planning Intern to join our Wealth Advisory team.
CAREers start here
At William Buck, we know that talent and growth go hand in hand and that selecting the right professional services organisation to develop your experience and skills is essential to setting up a successful and fulfilling career.
Want to be valued for what you can bring and where you want to go?
If you’re seeking the opportunities you can’t find elsewhere and are ambitious for a career that brings both growth and opportunity, William Buck offers career paths as unique as you are.
Time to work where you matter.
Job Description
The Role
As a valued member of the team, your focus will be on high quality customer service and supporting the Wealth Advisory team across several areas.
Support the Client Service Assistants with overflow for client administration, i.e. data entry, information updates with providers, client follow up.
Support Client Service Officers with overflow advice implementation requirements.
Assist with research of client’s financial circumstances i.e. salary packaging, superannuation policies, insurance policies, investment platforms
Work with accountants, solicitors, and brokers to obtain client documentation
Client New Business and Review Pack Preparation
Manage EOFY tax pack reports for internal and external accountants
Assist with Salary Packaging accounts
Assist with the management of Insurance premium dishonours and annual insurance premium reminders
Assist with daily mail and recording the inflow and outflow in a register
Completing regular compliance checking of all files
Providing housekeeping and general office duties
Assisting the Practice Manager on adhoc tasks and projects
The Person
The successful candidate should demonstrate the following skills and attributes:
Currently studying a Financial Planning or Finance/Commerce Degree would be favourable
Previous experience working in financial planning roles would be favourable
Eager to learn and able to take direction
A team focused attitude with a confident and friendly personality
High attention to detail and the ability to multi-task
Excellent written and verbal communication skills
Professional and polished presentation
Time Management and Organisational skills
Proven skills in Microsoft Office suite
As our newest team member, William Buck offers you:
Excellent training and resources
A genuine work-life balance
A supportive and friendly culture
An opportunity to progress your career with a stable and supportive firm
This is an excellent opportunity for a candidate who would like to gain strong experience and exposure to professional services procedures.
Please ensure all applications include:
A cover letter
Your resume detailing your education, any employment history and contact details
A copy of your university academic transcript
If this sounds like you, please apply now here - https://williambuckqld.elmotalent.com.au/careers/williambuckqld/job/view/112
