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Review Paraplanner

Review Paraplanner

William BuckAdelaide, South Australia, Australia
14 days ago
Job description

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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?

Your Role

As a Review Paraplanner at William Buck SA, within the Wealth Advisory division, you will play a vital role in supporting our clients' financial planning needs.

Key responsibilities and tasks include :

  • Ascertaining data for review of client investment portfolios.
  • Report writing of Statement of Advice and Record of Advice documents including investment

recommendations with a focus on structure and strategy.

  • Assist in implementation of changes to portfolios following regular review process.
  • Update and maintain client data in Xplan
  • Attend to time recording and costing requirements as part of firm’s time costing system.
  • Monitor the completion of work to ensure that it remains within time restraints.
  • Prepare & lodge OFA / FDS / Fee consent applications, ensuring all administrative compliance

    • requirements are met.

  • Be pro-active when dealing with clients by phone or in person, in order to build the client’s trust

    • and confidence in William Buck Wealth Advisors.

  • Background preparation for Partners and Advisors in meetings and account management.

    • About You

  • Relevant degree in Financial Planning, Commerce, Finance, Accounting, or related discipline, or currently pursuing studies in these areas.
  • Sound understanding of Financial Services (essential).
  • 2+ years’ working in a similar position, where providing administrative support was your

    • primary function (essential)

  • Client-focussed, with a passion for providing exceptional service.
  • Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
  • Proficiency using XPlan software
  • Strong communication skills are essential for effectively collaborating with internal teams and external stakeholders.

    • If you are looking to advance your career in a dynamic financial services environment and have a passion for delivering high-quality paraplanning support, we encourage you to apply for this exciting opportunity.

    How do your skills match this job?

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    Your application will include the following questions :

  • What motivated you to apply for this position? Are you legally entitled to work in Australia? Please indicate your minimum salary expectations (including super) :

    • A career at William Buck means joining one of Australia’s most successful professional services organisations, with a Trans-Tasman reputation for quality, excellence and a culture rare in our sector.

    Established in 1895, we employ some of the profession’s brightest minds. A career at William Buck means joining a community of over 900 professionals across Australia and New Zealand.

    With a strong focus on collaboration, our offices work together as one firm. This ‘one firm’ philosophy provides a nurturing network of like-minded individuals ready to help you build your career.

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    Paraplanner • Adelaide, South Australia, Australia