Current opportunity

Associate Advisor

This role will have you at the forefront of managing the client relationship, as well as being key to the strategic direction of the client’s affairs. You will work closely with our Directors and Senior Advisors, to provide sophisticated, tailored advice to our successful business owners, high level executives and ultra-high net worth families.

Job type
Full-Time
Rate / salary
Market rate
Reference
PSMS-2021-005
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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
This advert was posted by CRIS. http://cris.cloud