Junior Financial Planner

About Us
Index Wealth is an established and highly regarded financial planning firm that has been driving consistent growth for over a decade. With a client base of over 3,000 individuals, we specialize in delivering top-notch personal insurance and superannuation advice. Our primary mission is to guide our clients towards a better understanding of their financial aspirations, enabling them to make smart and confident decisions.

We are seeking a motivated and ambitious Financial Planner to join our team. If you are a dedicated Financial Planner looking for professional growth opportunities, we are the perfect fit for you. At Index Wealth, we believe in investing in our team members, equipping them with the skills and knowledge necessary to thrive in this industry. If you have the drive and determination to excel, we will provide the support you need to achieve your goals.

Qualifications & Experience

• Bachelor's degree in Financial Planning or a related field
   
• FASEA qualified or currently in the process of completing FASEA requirements

Tasks & Responsibilities

• Collaborate with a team of experienced professionals to provide personalized financial advice to clients
   
• Contribute to the creation of high-quality advice solutions tailored to each client's needs
   
• Cultivate and maintain long-term relationships with referral partners
   
• Manage existing clients and facilitate the onboarding of new clients
   
• Bring a creative mindset to add value to the company's overall strategy
   

Benefits

• Enjoy flexible working arrangements that accommodate your personal and professional needs
   
• Receive regular mentoring and support from seasoned industry experts
   
• Thrive in a collaborative culture that fosters growth and learning
   
• Benefit from consistent opportunities to develop your skills and advance your career
   

Join the Index Wealth team today and embark on a rewarding journey in the financial planning industry. Take advantage of our investment in your success and seize the opportunity to grow both personally and professionally. Apply now to be part of our dynamic and forward-thinking organization.