Job: Associate Advisor

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Location:Sydney, NSW Australia
Job Type:Full-Time
Rate/Salary:Market rate
Reference:PSMS-2021-005
Call:(02) 8001 6478
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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
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