AddressIgnite your career - unlock your full potential!
We have a unique opportunity for an experienced, motivated Senior Financial Adviser to inherit an established client book, servicing the Melbourne region. You will take ownership of a solid diverse client base, whilst connecting and engaging with our local team of Accountants. If you thrive on being busy, enjoy collaborating with others and have a commercial outlook, please 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 an Senior Adviser who has successfully completed the FASEA exam (and are on the Adviser register)
- Ideally 5 years plus providing comprehensive financial advice
- Exceptional relationship and stakeholder management skills
- SMSF experience will be highly regarded
- A positive, proactive and result orientated focus
- Strong commercial acumen
- Excellent oral and written communication skills
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, and insurance 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.
