← Back to opportunities
Managing the day to day client relationship, becoming the first point of contact for client enquiries Attending client meetings with Senior Advisor / Director, and presenting as required Assisting with the preparation of complex strategic SOA’s Liaising and working with other divisions in the wider William Buck business to deliver great outcomes for the client. Researching and developing financial strategies for clients, including strategy formation across multiple entities (Family Trusts, Companies, SMSFs etc) Preparation of engagement letters Administration relating to implementation including, establishing / rolling over superannuation funds, investments funds, share portfolios etc Managing and tracking client portfolios Degree qualified in Commerce, Economics, or similar discipline 3+ years' experience working in the industry within financial planni...
About the Role
Key Responsibilities:
About you:
Ready to Join Through a Referral?
Apply now and get connected directly with the hiring team
Apply for this Position