William Buck
Graduate Review Paraplanner (Start ASAP)
Adelaide
Opportunity expired
Opportunity details
- Graduate Job or Program
- AUD 60,000 - 67,000 / Year
- Inclusive of Superannuation
- 1-2 vacancies
- Apply by 16 Sep 2024
- Start date ASAP
More than just 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. If you're passionate about delivering exceptional advice and ready to grow your career, we want you.
Care for a career with a company that cares?
Job Description
You will provide client relationship support to our Wealth Advisory division, working closely with the team to ensure the delivery of exceptional client service.
Key Responsibilities
- Ascertaining data for review of client investment portfolios.
- Report writing of 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.
- Market firm’s services as and when appropriate.
- Carry out all lawful directions as given by the Partners of the firm generally.
- Monitor the completion of work to ensure that it remains within time restraints.
About You
- Diploma or Grad Diploma in Financial Planning (either undertaking or completed)
- Bachelor’s degree in Finance or a similar discipline (either undertaking or completed)
- Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
- Some demonstrated experience in financial planning desirable
- Proficiency using XPlan software desirable
- A current national police check will be required by the successful candidate to undertake and produce prior to accepting the position.
Hiring criteria
- No experience required
- Australian Citizen +more
- Business & Management
- Bachelor or higher
Reviews
Learning and development, requiring admin work for live training, promotion work in sharing upcoming and current projects, project work in planning, consultation and implementation, and being available to support others and answer ad-hoc queries.
Preparation of tax summary's, income tax returns, rental property summaries client add forms phone calls to ato preparation of bas and lodgment
At this stage just a lot of training aswell as basic jobs for individuals mostly
About the employer
William Buck
4.4
500 - 1,000 employees
Accounting & Advisory
More than just accountants and advisors, William Buck aspires to create a positive change in the lives of their clients and their people.
Pros and cons of working at William Buck
Pros
The best thing about working at William Buck is the other people you work with. Everybody in the office greets you with a smile and genuinely wants to get to know you.
The workplace culture of William Buck has been extremely positive in my short time with the firm. Everyone is positive, upbeat, and happy to help or engage where appropriate.
"I believe that in terms of learning, William Buck is hard to match, and I am very satisfied with what I have been taught and trained.
My managers are very accessible, friendly and great at teaching. As dictated by the nature our work processes, we engage heavily with our managers, enabling more opportunities for learning and development as well as general bonding. Feedback is generally constructive with the ultimate aim of teaching instead of reprimanding.
here is a clear progression map from when you start... merit is rewarded and that the effort employees put into their work do not go unrecognized or unnoticed.
Cons
Hours can be long and sometimes it’s hard to disconnect, but that is more of an industry thing rather than specific to WB.
The only real problem I have encountered so far is tech issues.
Being a grad means no flexibility to work from home until after the probation period.
After-hours work is limited only to the busy season (though recently I have stayed back more than usual to get projects out to clients).
There does sometimes feel as though there is a lack of processes and frameworks in place, but it also gives room for initiative and freedom.