Job: Associate Advisor

Key Responsibilities:

• Managing the day to day client relationship, becoming the first point of contact for client enquiries
• Attending client meetings with Senior Advisor / Director, and presenting as required
• Assisting with the preparation of complex strategic SOA’s
• Liaising and working with other divisions in the wider William Buck business to deliver great outcomes for the client.
• Researching and developing financial strategies for clients, including strategy formation across multiple entities (Family Trusts, Companies, SMSFs etc)
• Preparation of engagement letters
• Administration relating to implementation including, establishing / rolling over superannuation funds, investments funds, share portfolios etc
• Managing and tracking client portfolios

About you:

• Degree qualified in Commerce, Economics, or similar discipline
• 3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable.
• Ideally come from a paraplanning or client services background
• Exceptional client service focus
• Excellent written and verbal communication skills
• Good lateral thinking and problem-solving skills
• Strong Word, Excel and Xplan skills