Review Paraplanner

William Buck; Adelaide; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

End-of-trip facilities

Discounted parking

Flexible dress code

Job summary

William Buck is a leading network of Chartered Accountants and Advisors in Australia and New Zealand. The Review Paraplanner role supports family office and investment administration, including data collation, report writing, compliance, and stakeholder coordination.

Reporting to Advisors and Partners, you will maintain client data in Xplan, prepare statements, assist the Investment Committee, and help identify cross-selling opportunities while delivering proactive client service.

Qualifications

• 1–2+ years’ experience in a similar administrative or client support role.
• Qualifications in Commerce, Accounting, Finance or Economics highly regarded.
• Experience in professional services, financial services, banking or investment environments.
• Microsoft Office Suite proficiency (Word, Excel, PowerPoint, Outlook).
• Experience with Xplan / IressFE and Analytics or similar platforms.
• Excellent written and verbal communication skills.
• Excellent organisational, time management and prioritisation skills.
• Strong attention to detail and ability to manage multiple tasks.

Responsibilities

• Collate and review data relating to client investment portfolios.
• Assist with report writing, including Investment Policy Statements and portfolio reports.
• Support Family Office Investment Committee with agendas, minutes and actions.
• Assist with portfolio changes following review processes.
• Maintain accurate client data in Xplan.
• Prepare and lodge fee consent applications and assist compliance.
• Ensure AML/CTF compliance is current.
• Liaise with family office fund managers and service providers.
• Prepare background materials for Advisor meetings.
• Provide proactive, professional client service and identify cross-selling opportunities.

Skills

Excellent communication

Organisational skills

Time management

Prioritisation

Attention to detail

Multitasking

Education

Commerce

Accounting

Finance

Economics

Tools

Xplan

IressFE

Analytics

Job description

Job Category: Banking and Financial Services

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'swhy at WilliamBuck,we'vecreated what we like to call the 'just-right' model – a mid tier firmthat'sperfectlysizedto 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,establishedin 1895, with over 150partners 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 placethat'sdelivering more than just advice.

Job Description

Description of the role:
Reporting to Advisors and Partners, the Review Paraplanner will play a key role in supporting the delivery of high-quality family office and investment administration services. This position will involve portfolio administration, report preparation, compliance support, client service and coordination with internal and external stakeholders.

In this role, you will:

• Collate and review data relating to client investment portfolios


• Assist with report writing, including Investment Policy Statements, portfolio reports and strategic asset allocation recommendations


• Support the Family Office Investment Committee with agendas, fund manager coordination, minutes and action items


• Assist with implementation of portfolio changes following review processes
  
• Maintain accurate client data in Xplan


• Prepare and lodge fee consent applications and support administrative compliance requirements


• Ensure AML/CTF requirements are current and up to date


• Liaise with family office fund managers and other service providers


• Prepare background materials for Advisor and Partner meetings


• Provide proactive, professional and responsive client service


• Assist Advisors and Partners in identifying cross-selling opportunities within the client base

Desired Skills and Experience

What makes you ‘just right’:

To be successful in this role, you will bring:

• 1–2+ years’ experience in a similar administrative or client support role


• Relevant qualifications in Commerce, Accounting, Finance, Economics or a related discipline will be highly regarded


• Previous experience in professional services, financial services, banking or investment environments


• Experience with Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)


• Experience with Xplan / IressFE and Analytics or similar investment platforms


• Excellent written and verbal communication skills


• Excellent organisational, time management and prioritisation skills


• Strong attention to detail and the ability to manage multiple tasks effectively

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 Family Office 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.


• We offer convenient end-of-trip facilities, discounted parking, and a flexible dress code to match your workday.

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 accommodationsin order toparticipatefully in our recruitment process.