Job Category: Banking and Financial Services
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.
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.
Job Description
Description of the role: We're seeking an experienced and driven Financial Advisor to join our Wealth Advisory division in Adelaide. As a trusted advisor, you'll provide tailored financial strategies to a diverse portfolio of clients, build strong client relationships, and collaborate with experts across William Buck to deliver holistic advice. With direct reporting to Partners and managing a small team (1-5 direct reports), this is an opportunity to contribute to the growth and strategic direction of our Wealth Advisory division.
Key Responsibilities
* Conduct in-depth client consultations to assess needs, risks, and goals.
* Develop comprehensive strategies across wealth management, superannuation, retirement planning, estate planning, and tax-effective solutions.
* Manage client portfolios to align with financial goals and risk profiles.
* Collaborate with accountants, legal advisers, and other professionals to deliver holistic advice.
* Build client networks within William Buck and externally.
* Attend networking and industry events to stay connected and elevate your expertise.
* Contribute to the division's strategic growth and development.
* Allocate and manage workloads, ensuring operational targets are met.
* Provide mentoring and performance feedback to team members.
* Uphold compliance standards and maintain technical competence through CPD activities.
* Deliver high-quality, clear, and compliant financial advice reports.
* Effectively communicate complex strategies in a manner clients can understand.
Desired Skills and Experience
What makes you 'just right':
* Relevant degree in Financial Planning, Commerce, Finance, or Accounting.
* 5+ years in a financial advisory role, ideally in professional services.
* FASEA-qualified and listed on the Financial Advisor Register.
* Evidence of ongoing CPD compliance.
* Proven track record in business development and building strong referral networks.
* Strong knowledge of the industry's compliance obligations and technical aspects.
* Proficiency in Xplan, Wealthsolver, Xtools+, and Risk Researcher.
* Advanced understanding of investments, superannuation, and retirement planning.
* Exceptional communication and interpersonal skills to foster collaborative relationships.
* Highly organised with strong time management and problem-solving abilities.
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:
* 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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