Introduction 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 tier firm 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. 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. Description What your day might look like: Ascertaining data for review of client investment portfolios. Report writing of Statement of Advice and Record of Advice documents including investment recommendations with a focus on structure and strategy. Assist in implementation of changes to portfolios following regular review process. Update and maintain client data in Xplan Attend to time recording and costing requirements as part of firm’s time costing system. Monitor the completion of work to ensure that it remains within time restraints. Prepare & lodge OFA/FDS/Fee consent applications, ensuring all administrative compliance requirements are met. Be pro-active when dealing with clients by phone or in person, in order to build the client’s trust and confidence in William Buck Wealth Advisors. Background preparation for Partners and Advisors in meetings and account management. Skills And Experiences What makes you ‘just right’: Relevant degree in Financial Planning, Commerce, Finance, Accounting, or related discipline, or currently pursuing studies in these areas. Sound understanding of Financial Services (essential). 2 years’ working in a similar position, where providing administrative support was your primary function (essential) Client-focussed, with a passion for providing exceptional service. Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint and Outlook) Proficiency using XPlan software Strong communication skills are essential for effectively collaborating with internal teams and external stakeholders. If you are looking to advance your career in a dynamic financial services environment and have a passion for delivering high-quality paraplanning support, we encourage you to apply for this exciting opportunity. What makes us ‘just right’: At William Buck, we are more than just advisors. Everything we do is designed to have a positive impact—on our people, clients, and the broader community. Our mission is clear: to deeply understand our clients’ needs and deliver tailored solutions that go beyond traditional advisory services. As part of our Wealth Advisory team, you’ll have the opportunity to work in an environment that values collaboration, personal growth, and innovation. We offer: A vibrant workplace culture that encourages friendships and fosters professional excellence. Pathways to mentorship and leadership opportunities to support your career development. Flexible work arrangements to suit individual needs. 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.
