William Buck, more than advisors: We understand that exceptional advice comes from passionate people who thrive in an environment where they feel empowered to shape outcomes. That's why at William Buck, we've created what we like to call the 'just-right' model – a top tier firm that's perfectly sized to ensure every employee has a tangible impact. William Buck is the perfect place to start, grow or take your career to the next level. Be part of a dynamic team that prides itself on delivering advice that makes a difference.
Job Description
Description of the role: We’re seeking an enthusiastic Advice Associate to join our Wealth Advisory team. This is an excellent opportunity to develop your financial planning skills in a pre-professional year role; supporting Partners, Principals and Senior Advisors on high-net-worth clients.
What makes you ‘just right’:
Degree Qualification in Financial Planning
2+ years of experience working in Financial Planning
Excellent communication and time management skills
Experience in preparing relevant supporting documentation
Ability to liaise with clients and ensure a positive experience
Strong attention to detail and proactive attitude
Microsoft, Xplan and Worksorted system experience favourable
What your day might look like:
In this role, you’ll be responsible for providing high quality service to clients and professional support to senior team members. This includes:
Managing Client Base: Manage new and review business processes and agreements for a portion of the client book
Research: Complete research tasks and prepare relevant reports and forms as required
Projects: Assistance with a variety of team projects throughout the year
General Administration: Preparing documentation and assisting in the daily management of client administration tasks.
Advice development: Longer term, the position will move into attending meetings and work alongside Advisers throughout the advice process to ensure an exceptional client experience.
What makes us ‘just right’:
Open door policy – 1 on 1 access to Partners & Managers
Clear career pathways and focused learning and development programs - National Graduate College, monthly training sessions, attendance at professional development events and mentoring
You will be part of a collaborative, social and inclusive culture - we have lots of social events, firm drinks, and regular colleague networking opportunities
We may work in finance, but we aren't boring! You will learn a lot, you will be challenged, and you will have a lot of fun
Flexible working to help you balance work and personal responsibilities
Social Club & Volunteering events
Working in a vibrant and collegiate culture where you as a person, and your contribution is valued.
Desired Skills and Experience
More about us:
William Buck is a leading network of Chartered Accountants and Advisors, established in 1895, with over 150 partners and 1,200 professional staff across 10 offices in Australia and New Zealand, focusing on deeply understanding clients’ needs and tailoring solutions that go beyond traditional accounting and advisory services.
If you want to join a company where friendships are forged and careers made, then come on over to a place that's delivering more than just advice.
Diversity, equity and inclusion statement:
William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.
Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you may require any special accommodations in order to participate fully in our recruitment process
