Job Description

EBR Ever Better Recruitment – Paddington NSW

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Full time

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18h ago , from EBR Ever Better Recruitment

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- Managing the day to day client relationship, becoming the first point of contact for client enquiries
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- Attending client meetings with Senior Advisor / Director, and presenting as required
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- Assisting with the preparation of complex strategic SOA's
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- Liaising and working with other divisions in the wider William Buck business to deliver great outcomes for the client.
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- Researching and developing financial strategies for clients, including strategy formation across multiple entities (Family Trusts, Companies, SMSFs etc)
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- Preparation of engagement letters
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- Administration relating to implementation including, establishing / rolling over superannuation funds, investments funds, share portfolios etc
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- Managing and tracking client portfolios
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About you:

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





n

n
- Managing the day to day client relationship, becoming the first point of contact for client enquiries
n
- Attending client meetings with Senior Advisor / Director, and presenting as required
n
- Assisting with the preparation of complex strategic SOA's
n
- Liaising and working with other divisions in the wider William Buck business to deliver outstanding outcomes for the client.
n
- Researching and developing financial strategies for clients, including strategy formation across multiple entities (Family Trusts, Companies, SMSFs etc)
n
- Preparation of engagement letters
n
- Administration relating to implementation including, establishing / rolling over superannuation funds, investments funds, share portfolios etc
n
- Managing and tracking client portfolios
n

n

About you:

n

n
- Degree qualified in Commerce, Economics, or similar discipline
n
- 3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable.
n
- Ideally come from a paraplanning or client services background
n
- Exceptional client service focus
n
- Excellent written and verbal communication skills
n
- Good lateral thinking and problem-solving skills
n
- Strong Word, Excel and Xplan skills
n

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📌 Associate Advisor (Sydney)
🏢 EBR Ever Better Recruitment
📍 Sydney