Job Description:- Are you an ambitious Financial Adviser with a knack for driving sales and cultivating new business opportunities?
- Do you enjoy collaborating and networking with others and pride yourself on your relationship building skills?
We have a unique opportunity for a Senior Financial Adviser to play a crucial role in the next phase of our growth execution. You will join our newly created, dynamic
Wealth Solutions team who are energised and making significant impact across the business.
What will your typical week look like?- Lead the key client discovery meetings, understand the needs of the client, diagnose their unmet needs and connect them to our Adviser teams
- Manage the sales process from lead screening to deal close and be accountable for managing a pipeline towards your sales target
- Manage key client and customer relationships
- Partner with a team of trusted Findex Accountants and Wealth Advisers
- Develop joint account plans with our Accounting team to position our Wealth Management services
- Connect Clients with an Adviser for ongoing client work
Benefits on offer
- Enjoy a steady supply of leads from our Inbound and Outbound programs
- A competitive salary package with uncapped earning potential
- Opportunities for career advancement within our growing business
- Work with an experienced, supportive team of colleagues and Leaders
- Flexibility to shape your workday, with options to work from home or the office
Let's talk about you!- Previous experience as a Senior Financial Adviser who has successfully completed the FASEA exam (and on the Adviser register)
- A true collaborator with exceptional relationship and stakeholder management skills
- Top-notch business development skills combined with a drive for growth
- Strong commercial and financial acumen
- Excellent oral and written communication skills
Why Findex? writeyournextchapterWe're focused on meeting the needs of businesses and individuals within them, through a collaborative approach to Financial Services. We pride our self on an integrated service offering that includes an accounting, wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.
Next steps?Apply now - we can't wait to hear from you! Please note, you will be directed to our careers page to apply.
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