EBR Ever Better Recruitment – Paddington NSW
Full time
18h ago , from EBR Ever Better Recruitment
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 outstanding 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
About you:
Degree qualified in Commerce, Economics, or similar discipline
3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable.
Ideally come from a paraplanning or client services background
Exceptional client service focus
Excellent written and verbal communication skills
Good lateral thinking and problem-solving skills
Strong Word, Excel and Xplan skills
Key Responsibilities:




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
About you:
Degree qualified in Commerce, Economics, or similar discipline
3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable.
Ideally come from a paraplanning or client services background
Exceptional client service focus
Excellent written and verbal communication skills
Good lateral thinking and problem-solving skills
Strong Word, Excel and Xplan skills
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📌 Associate Advisor (Sydney)
🏢 EBR Ever Better Recruitment
📍 Sydney