Introduction Join a growing team where your career matters. Established over 130 years ago, William Buck is a leading firm of accountants and advisors trusted by businesses across Australia and New Zealand. William Buck is proud to have over 1000 talented professionals across 11 offices. Our Adelaide team comprises of 29 Partners and over 230 staff, making us one of Adelaide’s largest locally owned and operated accounting and advisory firms. We have been part of the South Australian business community for decades and as trusted advisors take great pride in helping clients succeed by giving them confidence to make smart strategic decisions. Our people are the heart of what we do they bring expertise, innovation, and passion to deliver exceptional outcomes for our clients. Whether it’s accountants, advisors, or specialists, every team member is valued for their unique contributions and supported to grow their careers in a collaborative and inclusive environment. Together, we thrive by putting people first. Why Join Us? At William Buck, we provide the tools, support, and environment you need to grow both professionally and personally. Here’s how we invest in you: Paid parental leave to support working parents. Mental health initiatives, including access to Employee Assistance Programs (EAP). Health perks like annual flu vaccinations and other wellness programs. Community engagement programs with opportunities to give back through volunteering. Flexible work arrangements that support your work-life balance. All employees are covered under our Group Salary Continuance Insurance policy Recognition programs with annual awards that celebrate achievements. Discounts and benefits with corporate partners (e.g., financial, retail, or travel). We’re committed to creating a workplace where you feel valued and supported because when you thrive, we all succeed. Description About the Role In this role, you will embrace the position of a Client Services Officer, collaborating closely with our advisors and paraplanning teams. You will play a vital part in client investment administration, including processing applications, addressing queries, and building your expertise in investment-related processes. This position provides exposure to a wide range of financial planning aspects, including: Preparing investment and platform applications. Contacting superannuation providers. Preparing basic review reports. Offering general administration support for the Wealth Advisory team. You’ll deliver high-level administrative support to our Wealth Advisory division while ensuring exceptional client service. Working as part of a close-knit and supportive team, you will have access to comprehensive on-the-job training and ample opportunities to grow and advance your career in Financial Planning. Skills And Experiences About You We are looking for someone who is: A graduate with a Bachelor’s degree in Financial Planning, Commerce, Corporate Finance, Banking and Finance, or a related discipline and/or someone with equivalent industry experience. Skilled in verbal and written communication. Detail-oriented with a high level of accuracy in their work. Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook) at an intermediate to advanced level. Prepared to provide a current national police check prior to commencing employment. If you are motivated, personable, and excited about developing your career in the Financial Planning industry, we would love to meet you!
