Skip to main content

Page loading completed.

Review Paraplanner

04/05/2026
05/06/2026
Permanent - Full Time
Adelaide
Banking and Financial Services

William 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? 

Job Description

What your day might look like:

  • Ascertaining data for review of client investment portfolios.
  • Report writing of Statement of Advice and Record of Advice documents including investment
    recommendations with a focus on structure and strategy.
  • Assist in implementation of changes to portfolios following regular review process.
  • Update and maintain client data in Xplan
  • Attend to time recording and costing requirements as part of firm’s time costing system.
  • Monitor the completion of work to ensure that it remains within time restraints.
  • Prepare & lodge OFA/FDS/Fee consent applications, ensuring all administrative compliance
    requirements are met.
  • Be pro-active when dealing with clients by phone or in person, in order to build the client’s trust
    and confidence in William Buck Wealth Advisors.
  • Background preparation for Partners and Advisors in meetings and account management.

Desired Skills and Experience

What makes you ‘just right’:

  • Relevant degree in Financial Planning, Commerce, Finance, Accounting, or related discipline, or currently pursuing studies in these areas.
  • Sound understanding of Financial Services (essential).
  • 2+ years’ working in a similar position, where providing administrative support was your
    primary function (essential)
  • Client-focussed, with a passion for providing exceptional service.
  • Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
  • Proficiency using XPlan software
  • Strong communication skills are essential for effectively collaborating with internal teams and external stakeholders.

If you are looking to advance your career in a dynamic financial services environment and have a passion for delivering high-quality paraplanning support, we encourage you to apply for this exciting opportunity.
 

What makes us ‘just right’:

At William Buck, we are more than just advisors. Everything we do is designed to have a positive impact—on our people, clients, and the broader community. Our mission is clear: to deeply understand our clients’ needs and deliver tailored solutions that go beyond traditional advisory services.

As part of our Wealth Advisory team, you’ll have the opportunity to work in an environment that values collaboration, personal growth, and innovation. We offer:

  • A vibrant workplace culture that encourages friendships and fosters professional excellence.
  • Pathways to mentorship and leadership opportunities to support your career development.
  • Flexible work arrangements to suit individual needs.

Diversity, equity and inclusion statement: 

William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued. 

Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you may require any special accommodations in order to participate fully in our recruitment process. 

Remember Job