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Form of workUnlock your future potential!
Are you an accomplished Financial Adviser seeking the next chapter in your professional journey? Join our local, experienced Financial Planning team and take the reins of this established client portfolio.
If you excel in a dynamic work environment, appreciate collaborative efforts, and possess a business-oriented perspective, we encourage you to continue reading.
Discover what lies ahead!
Your responsibilities will include:
- Collaborate and communicate with clients to understand their financial objectives
- Provide strategic financial planning and investment advice
- Achieve annual growth and revenue targets
- Develop relationships and prospect new opportunities through your strong business development expertise
- Service, retain, and deliver solutions to meet client needs
Enjoy these Benefits!
- Flexible advice role servicing a solid client base across the region
- Competitive salary, flexible work options, and more
- Large Corporate Advice business with solid infrastructure, systems, and support
- Clearly defined career progression with strong growth opportunity
Let’s talk about you!
- Previous experience as an Adviser who has successfully completed the FASEA exam (and are on the Adviser register)
- Proven experience providing comprehensive financial advice
- Exceptional relationship and stakeholder management skills
- A positive, proactive and result-orientated focus with strong commercial acumen
Our team – who are we?
- Highly experienced collaborative team of Advisers, mentors, and Leaders
- Close-knit local team who collaborate, support and encourage each other
- Administration support provided through Client Services and internal paraplanning teams
About us:Why Findex? #writeyournextchapter
We're not just a financial services provider; we're a community united by purpose and belonging. Passionate about creating growth and sustainability opportunities that resonate throughout our communities, Findex is your gateway to integrated financial services, offering wealth management, investment, lending, and insurance services for individuals and businesses.
Ready for the next chapter in your career? Apply now – we're eagerly awaiting your move! Please note, you'll be directed to our careers page to submit your application.
PLEASE NOTE:
Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.
