Verified Job
Accounting - Finance
Assistant Advisor
Accounting - Finance
#613430
Remote / WFH
Job Description
Benefits
Pulled from the full job description
Group activities
Full job description
Are you eager to join a dynamic team in Wealth Advisory?
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 'Goldilocks' model – a top ten performing business that's just the right size 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.
Description of the role: W e’re seeking an Assistant Advisor to join our Wealth Advisory team. In this role you’ll guide individuals towards securing their financial futures. By offering tailored strategies, you’ll help clients achieve their investment, retirement, and wealth management goals while making a meaningful impact on their lives.
What makes you 'just right':
A degree in Commerce, Economics, or similar discipline preferred
1-2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable
A desire to invest in themselves as much as we will invest in them!
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!
What your day might look like:
Attending and contributing to new and existing client meetings
Leading the client relationship in partnership with a Senior Advisor
Working with Partners/Senior Advisors to develop and produce high level and truly complex strategy advice documents
Investment analysis, portfolio construction and management
Researching and developing financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation and asset protection
Providing strategic input to the preparation of client review documents
Implementation of client recommendations, including portfolio trading, to bring a strategy to life
Attending to client queries and liaising with other professionals to deliver great client outcomes
What makes us 'just right':
Clear career pathway to Advisor with educational support along the way
Professional year support
Collegiate, client centric advice culture – not a sales culture!
Opportunity to work on UHNW family (office) groups, business owners, executives as well as asset consulting/portfolio management for institutional investors
We have a proven track record of developing talented individuals into high-quality Advisors
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.
Hybrid Working Arrangements - 2 days from home
Salary Continuance Insurance for all employees
Genuine career development opportunities
Access to an In-house psychologist - for personal, professional or career coaching discussions
Bi-Monthly Colleague Lunch
Dress for your day
Social Club events
Leading Learning and Development Program
Mentorship
Cutting-edge Return to Work Incentive for primary carers
Pulled from the full job description
Group activities
Full job description
Are you eager to join a dynamic team in Wealth Advisory?
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 'Goldilocks' model – a top ten performing business that's just the right size 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.
Description of the role: W e’re seeking an Assistant Advisor to join our Wealth Advisory team. In this role you’ll guide individuals towards securing their financial futures. By offering tailored strategies, you’ll help clients achieve their investment, retirement, and wealth management goals while making a meaningful impact on their lives.
What makes you 'just right':
A degree in Commerce, Economics, or similar discipline preferred
1-2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable
A desire to invest in themselves as much as we will invest in them!
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!
What your day might look like:
Attending and contributing to new and existing client meetings
Leading the client relationship in partnership with a Senior Advisor
Working with Partners/Senior Advisors to develop and produce high level and truly complex strategy advice documents
Investment analysis, portfolio construction and management
Researching and developing financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation and asset protection
Providing strategic input to the preparation of client review documents
Implementation of client recommendations, including portfolio trading, to bring a strategy to life
Attending to client queries and liaising with other professionals to deliver great client outcomes
What makes us 'just right':
Clear career pathway to Advisor with educational support along the way
Professional year support
Collegiate, client centric advice culture – not a sales culture!
Opportunity to work on UHNW family (office) groups, business owners, executives as well as asset consulting/portfolio management for institutional investors
We have a proven track record of developing talented individuals into high-quality Advisors
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.
Hybrid Working Arrangements - 2 days from home
Salary Continuance Insurance for all employees
Genuine career development opportunities
Access to an In-house psychologist - for personal, professional or career coaching discussions
Bi-Monthly Colleague Lunch
Dress for your day
Social Club events
Leading Learning and Development Program
Mentorship
Cutting-edge Return to Work Incentive for primary carers
