Posted: 04/05/2026
Closing Date: 05/06/2026
Job Type: Permanent - Full Time
Location: Adelaide
Job Category: 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.
What your day might look like
* Ascertaining data for review of client investment portfolios.
* Report writing of Statement of Advice and 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.
* Monitor the completion of work to ensure that it remains within time restraints.
* Prepare & lodge OFA/FDS/Fee consent applications, ensuring all administrative compliance requirements are met.
* Be pro‐active when dealing with clients by phone or in person, in order to build the client's trust and confidence in William Buck Wealth Advisors.
* Background preparation for Partners and Advisors in meetings and account management.
Desired Skills and Experience
* 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 your primary function (essential)
* Client‐focused, 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.
What makes us just right
At William Buck, we are more than just advisors. Everything we do is designed to have a positive impact—on our people, clients, and the broader community. Our mission is clear: to deeply understand our clients' needs and deliver tailored solutions that go beyond traditional advisory services.
As part of our Wealth Advisory team, you'll have the opportunity to work in an environment that values collaboration, personal growth, and innovation. We offer:
Benefits
* A vibrant workplace culture that encourages friendships and fosters professional excellence.
* Pathways to mentorship and leadership opportunities to support your career development.
* Flexible work arrangements to suit individual needs.
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.
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