Wealth Advisory Associate - Flexible, Mentorship-Driven

William Buck; Brisbane; Presencial; AUD 60.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Open door policy

Clear career pathways

Collaborative culture

Flexible working hours

Social events and networking opportunities

Descripción de la vacante

William Buck in Brisbane is looking for an enthusiastic Advice Associate to support its Wealth Advisory team. This role offers the opportunity to develop financial planning skills while working with high-net-worth clients.

The ideal candidate will have a degree in Financial Planning, at least 2 years of experience, and excellent communication skills. William Buck promotes a dynamic team culture, providing clear career pathways and flexible working conditions to ensure a rewarding working experience.

Formación

• 2+ years of experience working in Financial Planning.
• Experience preparing relevant supporting documentation.
• Ability to liaise with clients for a positive experience.

Responsabilidades

• Manage new and review business processes for a portion of the client book.
• Complete research tasks and prepare relevant reports.
• Assist with various team projects throughout the year.
• Prepare documentation and manage client administration tasks.
• Attend meetings and work alongside Advisers for client experience.

Conocimientos

Excellent communication skills

Time management skills

Attention to detail

Proactive attitude

Educación

Degree Qualification in Financial Planning

Herramientas

Microsoft

Xplan

Worksorted

Descripción del empleo

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