Full-Time

Associate Advisor

Posted by EBR • Sydney, New South Wales, Australia

📍 Sydney, New South Wales 🕒 February 28, 2026

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About the Role

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 planni...
                

Job Details

Location Sydney, New South Wales
Job Type Full-Time
Category Business Operations Specialists
Posted February 28, 2026
Deadline April 09, 2026

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