Financial Services Graduate null

Ready to dive into a career that’s all about investing in your future and helping you shine in a supportive and nurturing environment? At William Buck, we’re big enough to challenge the Big 4 on the complexity of
work but small enough that you’ll have one-on-one opportunities with your Partners – they’ll know your name, celebrate your birthday and take a keen interest in helping you achieve your ambitions and career
goals!

What does a Graduate position at William Buck look like?

• A comprehensive learning and development program consisting of both structured training sessions and on-the-job training.
• Exposure to a diverse range of clients and industries.
• Regular social events, volunteering and networking opportunities.
• Connecting with peers from across Australia and NZ at William Bucks Graduate College.
• A permanent position within the division you join.

Progression beyond your Graduate year

• After 12 months, you will have the opportunity to be promoted to Assistant Advisor.
• You will be supported through the completion of you Diploma or Masters of Financial Planning.
• Ongoing growth and learning opportunities.

We are seeking Graduates with a Finance degree or major to join our Financial Services team!

We are looking for superstars to join our team in January 2025, but are flexible to have you start part-time whilst you finish your degree!

Our Financial Services team provides comprehensive advice on wealth management to high-net-worth individuals, wealthy families and business owners to build and protect your wealth for current and future
generations! As part of this team, your key responsibilities will involve:

• Being the first point of contact for clients.
• Preparation of portfolio reviews for client meetings.
• Attending client meetings.
• Executing investment trades.
• Assisting in the development of client strategies.
• General correspondence and workflow management.

What we are looking for!

• Enthusiastic individuals who are driven and excited to start a career in Financial Services.
• A passion for client services and relationship building.
• A tertiary qualification in Finance.
• A willingness to have a go and give it your best.

What makes us so great?

• Open door policy – 1 on 1 access to Partners and Managers.
• Ranked in Prosple’s Top 100 Graduate Employer list.
• We invest in your future and are committed to the growth and success of our people.
• Hybrid working arrangements.
• We offer defined career plans to ensure year on year professional and personal growth.
• Dress for your day policy.
• Bi-monthly colleague lunch.

Next Steps

1. Fill out the online application, attach your resume and university transcript.
2. Recorded video interview via Vieple.
3. Online psychometric assessment.
4. First and second round interviews – meet with HR, your direct Partner and some of your potential team members.
5. Offer: You become part of the William Buck team!