Address- Manage an established client book and get a great head start
- Develop your career with potential leadership opportunity
- Collaborate and network with our extensive team of Advisers and Accountants
Looking for a unique opportunity? We are looking for an experienced, motivated Senior Financial Adviser to inherit an established client book, servicing the Brisbane and surrounding region. You will take ownership of a solid diverse client base, whilst connecting and engaging with our local team of Accountants. There is potential for a People and team leadership opportunity so if this excites you, keep reading.
What will your typical week look like?
- Collaborate and communicate with clients to understand their financial objectives
- Provide strategic financial planning and investment advice
- Achieve annual revenue and growth targets
- Develop relationships and prospect new opportunities through your strong business development expertise
- Service, retain and deliver solutions to meet client needs
More about the perks
- Work as part of a highly regarded team in a collaborative environment
- Flexible advice role servicing a diverse client base across the region
- Competitive salary, flexible work options and more
- Clearly defined career progression with strong growth opportunity
Let’s talk about you!
- Previous experience as a Senior Adviser providing comprehensive financial advice
- Successful completion of the FASEA exam (and are on the Adviser register)
- Exceptional relationship and stakeholder management skills
- SMSF experience will be highly regarded
- A positive, proactive and result orientated focus with a strong commercial acumen
Lets talk about our team
- Highly experienced collaborative team of Advisers, mentors and Leaders
- Large Corporate Advice business with solid infrastructure, systems, and support
- Close knit local team who collaborate and work together
- 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, insurance and accounting services for individuals and businesses.
Next Steps?
Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.
PLEASE NOTE:
Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.
