Job Description
Job details
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Job type
Permanent
Full-time
Location
Sydney NSW
Benefits
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Group activities
Full job description
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 'Goldilocks' model – a top ten performing business that's just the right size 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.
Your new Opportunity:
Are you looking for a challenging role that offers broad exposure to all facets of financial advice and planning?
Want to be mentored by some of Australia’s top financial advisors (yes, we’re in the Top 100!) while continuing to grow and develop your career in a supportive, forward-thinking environment?
Then this is the opportunity you’ve been waiting for!
Our Wealth Advisory team has grown over 20% year-on-year for the past four years, and we’re now looking for a passionate and driven AssistantAdvisor to join our dynamic team.
You’ll be working with a group of high-performing professionals renowned for delivering fee-only, client-centric advice. Operating under our own license, we partner closely with successful business owners, senior executives, and ultra-high-net-worth families to deliver sophisticated, personalised strategies that go far beyond investment advice.
What your day might look like:
Attending and contributing to client meetings
Co-leading client relationships with a Senior Advisor
Supporting Partners and Senior Advisors to develop high-level, tailored advice strategies
Conducting investment research, analysis, and portfolio management
Developing complex financial strategies across wealth accumulation, restructuring, estate planning, and more
Assisting with the preparation of review documents and implementing recommendations
Handling client queries and collaborating with other professionals to deliver outstanding results
What sets us apart:
A clear, supported career pathway to becoming an Advisor
Full support through your Professional Year
A collaborative, advice-first culture — not sales-focused!
Work with UHNW family office groups, business owners, executives, as well as asset consulting/portfolio management for institutional investors
A proven track record of developing high-calibre Advisors
Extensive in-house training in investments, tax, complex structures (Trusts, Companies, Partnerships), asset protection, and the soft skills needed to advise —without selling
Holistic advice that includes wealth creation, tax minimisation, superannuation (including SMSF), debt management, and asset protection strategies
What makes you ‘just right’:
A degree in Commerce, Economics, or a related discipline (preferred)
2+ years of experience in financial planning/advice, superannuation consulting, technical roles, or accounting
A strong desire to learn and grow — we’ll invest heavily in your development, and we hope you will too
Excellent written and verbal communication skills
Strong analytical, problem-solving, and critical thinking abilities
Proficiency in Excel and Word
A collaborative, personable team player who enjoys what they do and wants to build a long-term career with us.
Some of our William Buck benefits:
Flexible working to help you balance work and personal responsibilities.
Career enhancement and development opportunities.
Free company provided Salary Continuance insurance
Bi-Monthly Colleague Lunch
Dress for your day
Social Club events
Working in a vibrant and collegiate culture where you as a person, and your contribution is valued.
More about us:
William Buck is a leading network of Chartered Accountants and business advisors, established in 1895, with over 140 partners and 1,100 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.
Diversity, equity and inclusion statement:
William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.
