Financial Planning / Wealth Advisory Graduate

Do you have a passion for Financial Planning

Launch you Wealth Management career in our 2020 Graduate Program!

We are a fully integrated firm of Advisors and Chartered Accountants, providing a complete financial solution for our clients.

Our multi award-winning Wealth Advisory team in Sydney, has a long history of providing 'fee-only', client-centric advice, aimed at creating and delivering a better financial position for our clients, and helping them achieve their life ambitions.

As part of William Buck, our Advisors work closely with our business advisory and taxation colleagues to ensure we provide our clients with sophisticated financial advice and solutions to assist them create, grow and protect their wealth, mitigate taxes, take care of their families, as well as helping them achieve their charitable giving and estate planning wishes.

Operating under our own AFSL we are not beholden to any external institution.

Our people are our most important asset, we invest in their continual learning and development, and encourage and support further education. We develop highly skilled, well rounded Advisors, who are both technically strong, and also have the skills to engage with our clients on advice, without selling.

Our Changing Lives Philosophy means that William Bucks focus is on our clients, colleagues, and community, we have a great culture demonstrated by a collaborative, and vibrant work environment and highly engaged people, which has fostered consistent growth in our business.

We are now recruiting for our 2020 Graduate Program, and have a fantastic opportunity for a Graduate witha passion for wealth management!

If you are an aspiring para planner and would like to join a larger organisation that values its people and their continued training and development, this is the role for you!

Working closely with the Directors and Senior Advisors, you will be responsible for generation of client reviews, portfolio rebalances, wrap applications and investment trades, general client correspondence and workflow management.

Successful candidates will possess:

  • Relevant degree from an Australian University
  • Passion for Wealth Management
  • Willingness to be an active and valuable team member
  • Attention to detail, good listening skills and a willingness to learn

Your application will remain confidential and the successful applicant will have Australian permanent residency or unrestricted Australian working visa rights.

25/11/2019 $0 CBD, Inner West & Eastern Suburbs 1 Banking & Financial Services
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