Job Category: Accounting,Banking and Financial Services
William Buck has provided exceptional accounting and advisory services for over 125 years. We know that talent and growth go hand in hand. That careers are personal. That you should be valued for what you bring and respected for where you want to go.
Time to work where you matter.
More than just accountants and advisors, we aspire to create a positive change in the lives of our clients and our people. Every individual who works with us is recognised for who they are and given every opportunity to progress in a way that fulfils both their talents and aspiration. William Buck people enjoy better careers because we care. It's that simple. It's why our clients succeed too.
Care for a career with a company that cares?
Job Description
The Role
We are seeking an experienced Financial Advisor to provide tailored financial advice, manage client portfolios, and drive business growth. You will collaborate with internal and external professionals to deliver holistic financial solutions while ensuring top-tier client service.
Responsibilities
Conduct client meetings and develop personalised financial strategies.
Manage investment portfolios and align them with client goals.
Facilitate strategy meetings with clients and assist in financial plan implementation.
Work closely with accountants, legal advisors, and estate planners.
Develop new business opportunities through networking and referrals.
Provide clear and compliant financial reports and advice.
Ensure adherence to regulatory requirements and maintain CPD hours.
Stay updated on financial markets, tax regulations, and legislative changes.
Assist in the strategic direction and growth of the Wealth Advisory division.
Lead client education initiatives, including presentations and seminars.
Support and mentor junior team members to enhance service delivery.
About You
Desired Skills and Experience
5+ years of financial planning/advisory experience.
FASEA qualified and listed on the Financial Advisor Register.
Strong business development and relationship-building skills.
Proficiency in Xplan, Wealthsolver, and investment strategies.
Ability to simplify complex financial concepts for clients.
Apply Now!
If this sounds like the perfect fit for you, click apply now and send us your CV and cover letter.
Join William Buck Adelaide and take the next step in your career!
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Accounting
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