Review Paraplanner - Family Office

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? 

As part of our growing Wealth Advisory division, we’re looking for a Review Paraplanner to join our Family Office team. If you're passionate about client service, detail-oriented, and thrive in a fast-paced, professional environment, we’d love to hear from you.

What You’ll Be Doing:

As a key member of our Family Office team, you will support our advisors by preparing high-quality documentation, coordinating portfolio reviews, and ensuring seamless client service. Your responsibilities will include:

• Preparing data and documentation for client portfolio reviews
  
• Writing and reviewing Statements of Advice and Records of Advice
  
• Supporting implementation of portfolio changes post-review
  
• Preparing and lodging investment and managed fund applications
  
• Updating and maintaining client data in Xplan
  
• Managing fee consent forms and ensuring compliance standards are met
  
• Liaising with fund managers, insurers, and internal stakeholders
  
• Ensuring time recording, costing, and documentation are up to date
  
• Proactively supporting client relationships through trust-building and responsive service
  
• Assisting with cross-functional collaboration across the firm for a ‘one view’ client experience
  
• Preparing briefing material for Advisors and Partners
  

What You’ll Bring:

Qualifications:

• A relevant degree in Financial Planning, Commerce, Finance, Accounting, or currently studying (desirable)
  
• Willingness to complete a national police check
  

Experience:

• Minimum 2 years' experience in a similar paraplanning or financial services support role
  
• Strong understanding of financial services and investment products
  
• Previous experience in professional services, wealth, or banking environments
  
• Demonstrated ability to manage multiple priorities with professionalism and discretion
  
• Client-first mindset with a passion for quality service
  

Technical Skills:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  
• Working knowledge of Xplan/Iress (essential)
  
• Familiarity with APS, Worksorted, Virtual Cabinet, and Zoom (desirable)
  

Ready to change lives — starting with your own?
Apply now and be part of a team that cares about your future as much as you care about your clients.