William Buck

William Buck, more than advisors: We understand that exceptional advice comes from passionate people who thrive in an environment where they feel empowered to shape outcomes. That's why at William Buck, we've created what we like to call the 'just-right' model – a top tier firm that's perfectly sized to ensure every employee has a tangible impact. William Buck is the perfect place to start, grow or take your career to the next level. Be part of a dynamic team that prides itself on delivering advice that makes a difference. 

Description of the role: We’re seeking current Financial Planning Undergraduates to join our Wealth Advisory team. In this role your focus will be on high quality customer service and supporting the Wealth Advisory team across several areas.

• Support the Client Service Assistants with overflow for client administration, i.e. data entry, information updates with providers, client follow up.
• Support Client Service Officers with overflow advice implementation requirements.
• Assist with research of client’s financial circumstances i.e. salary packaging, superannuation policies, insurance policies, investment platforms
• Work with accountants, solicitors, and brokers to obtain client documentation
• Client New Business and Review Pack Preparation
• Manage EOFY tax pack reports for internal and external accountants
• Assist with Salary Packaging accounts
• Assist with the management of Insurance premium dishonours and annual insurance premium reminders
• Assist with daily mail and recording the inflow and outflow in a register
• Completing regular compliance checking of all files
• Providing housekeeping and general office duties
• Assisting the Practice Manager on adhoc tasks and projects

What makes you ‘just right’: 

• Currently studying a Financial Planning or Finance/Commerce Degree 
• Previous experience working in financial planning roles would be favourable
• Eager to learn and able to take direction
• A team focused attitude with a confident and friendly personality
• High attention to detail and the ability to multi-task
• Excellent written and verbal communication skills
• Professional and polished presentation
• Time Management and Organisational skills
• Proven skills in Microsoft Office suite 

 

What makes us ‘just right’: 

• Open door policy – 1 on 1 access to Partners & Managers 

• Clear career pathways and focused learning and development programs - national Graduate College, monthly tax training, and virtual study sessions 

• You will be part of a collaborative, social and inclusive culture - we have lots of social events, firm drinks, and regular colleague networking opportunities 

• You will learn a lot, you will be challenged, and you will have a lot of fun 

• Flexible working to help you balance work and personal responsibilities. 

• Career enhancement and development opportunities.  

• Social Club events 

• Working in a vibrant and collegiate culture where you as a person, and your contribution is valued 

 

More about us: 

William Buck is a leading network of Chartered Accountants and Advisors, established in 1895, with over 150 partners and 1,200 professional staff across 10 offices in Australia and New Zealand, focusing on deeply understanding clients’ needs and tailoring solutions that go beyond traditional accounting and advisory services. 

If you want to join a company where friendships are forged and careers made, then come on over to a place that's delivering more than just advice. 

Diversity, equity and inclusion statement: 

William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued. 

Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you may require any special accommodations in order to participate fully in our recruitment process.