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 Junior Paraplanner to join our Wealth Advisory team. This is an excellent opportunity build on your previous knowledge and experience to further develop your technical skills and build a long-term career within a progressive financial planning business.
What your day might look like:
In this role, you’ll work closely with Advisers, Senior Paraplanners, Client Service Officers, and Management to play a critical role in delivering high-quality financial advice documentation, strategy research, and implementation support.
Adviser Collaboration: Collaborate closely with advisers, contributing to strategy development
Document Preparation: Model scenarios and stress test strategies. Preparing and maintaining compliant SoA, RoA, and other financial planning documents.
Research: Researching client investments and insurance. Preparing relevant reports, including financial modelling, to ensure advice is prepared in accordance with standard policies.
Projects: Assistance with a variety of team projects throughout the year
Desired Skills and Experience
What makes you ‘just right’:
Degree Qualification in Financial Planning or Financial Services
Minimum 3+ years experience working in a Financial Planning firm-preferably in paraplanning
Current exposure to financial advice and plan construction
Strong technical skills across super, pensions, investments, gearing, SMSF exposure, and entity structures.
Deep understanding of financial planning legislation and compliance requirements.
Excellent communication and time management skills
Curiosity, strong attention to detail and proactive attitude
Proficiency in Xplan: WealthSolver, Xtools+, modelling, and document generation.
Microsoft and Worksorted system experience favourable
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.
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
