Associate Advisor

Careers start with care. At William Buck, we know that talent and growth go hand in hand. That careers are personal. That you should be valued for what you bring and respected for where you want to go.Time to work where you matter.More than just accountants and advisors, we aspire to create a positive change in the lives of our clients and our people. Every individual who works with us is recognised for who they are and given every opportunity to progress in a way that fulfils both their talents and aspiration. William Buck people enjoy better careers because we care. It's that simple. It's why our clients succeed too.Care for a career with a company that cares?The opportunity:
We are seeking an Associate Advisor who will play a pivotal role in providing exceptional support to our HNW clients and contributing to the overall success of our Wealth Advisory team. This role requires enthusiasm, initiative, and a can-do attitude to excel both individually and as part of our dynamic team.You will be responsible for:
- Working closely with numerous advisors, assisting with devising and preparing financial planning strategies
- Attendance at client meetings
- Financial modelling
- Attending to client queries, ensuring their needs are met and exceeded
- Preparation of advice documents as required
- Liaising with fund managers and third partiesAbout you:
- Bachelor's degree in relevant discipline
- A minimum of 2+ years' experience in a paraplanning or similar position within a professional services environment or boutique practice
- Strong understanding of the financial planning process
- Experience in preparation of SOA and ROA
- Implementation experience and strong client service skills
- Proficiency with XPlan financial planning software
- Exceptional communication and interpersonal skills, with the ability to build and maintain client relationships
- Demonstrated ability to meet deadlines, prioritise workflow, and manage projects
- Advanced MS Office knowledgeWhat we offer:
- Competitive salary commensurate with experience
- Opportunities for career growth and professional development in an expanding team
- Collaborative and supportive work environment that fosters learning and innovationTo join our team, please click on the link and apply today - we are waiting to meet with you!