Description:
IntroductionWilliam 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.
More than just accountants and advisors, we aspire to create a positive change in the lives of our clients and our people. Every individual who works with us is recognised for who they are and given every opportunity to progress in a way that fulfils both their talents and aspiration. William Buck people enjoy better careers because we care. It's that simple. It's why our clients succeed too.
Care for a career with a company that cares?
Description
About the Role
As a Senior Strategic Paraplanner, you will play a key role in supporting our Financial Advisors by preparing high-quality, compliant advice documents and providing strategic insights to optimise financial planning outcomes for clients.
Responsibilities
- Prepare Statements of Advice (SOAs), Records of Advice (ROAs), and Investment Performance Reports.
- Conduct data modelling and scenario analysis to support strategic recommendations.
- Analyse client information and assist Advisors in developing tailored financial planning strategies.
- Attend client meetings with Advisors when required.
- Implement financial plans and portfolio changes as part of the ongoing review process.
- Allocate strategic team workflow and peer-review paraplanning work before submission.
- Train and mentor junior paraplanners, supporting their professional development.
- Ensure all work complies with industry regulations and internal quality standards.
- Use technology effectively to streamline processes and improve service delivery.
Skills And Experiences
What we’re Looking For
Qualifications & Experience
- Diploma of Financial Planning or equivalent experience.
- A relevant degree in Financial Planning, Commerce, Finance, or Accounting (desirable but not essential).
- Minimum 3+ years of experience in a similar role, with a strong focus on writing SOAs, ROAs, and financial modelling.
- Strong knowledge of industry compliance requirements and financial planning strategies.
- Proven ability to manage multiple priorities in a fast-paced environment.
- Exceptional attention to detail and strong analytical skills.
- Experience working collaboratively in a team-focused environment.
Technical Skills
- Advanced Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Proficiency in Xplan, Wealthsolver, Xtools+, Risk Researcher
- Experience using APS, Worksorted, Virtual Cabinet, and Zoom
Apply Now!
If this sounds like the perfect fit for you, click apply now and send us your CV and cover letter.
Join William Buck Adelaide and take the next step in your career!