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Review Paraplanner

Salary: 80.00 -  100.00
Posted: 27-01-2025
Category: Finance Insurance
Adelaide, 
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Job Description

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 Your Role As a Review Paraplanner at William Buck SA, within the Wealth Advisory department, 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 investmentrecommendations 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 compliancerequirements are met. Be pro-active when dealing with clients by phone or in person, in order to build the client’s trustand confidence in William Buck Wealth Advisors. Background preparation for Partners and Advisors in meetings and account management. Desired Skills and Experience 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 yourprimary 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. To join our team, please apply today – we are waiting to meet with you! #J-18808-Ljbffr

Job Details

Salary: 80.00 -  100.00
Posted: 27-01-2025
Category: Finance Insurance
Adelaide, 

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