Description If you're an ambitious individual aspiring to excel as a Financial Adviser and eager to carve a path in Financial Planning, this could be your next step. We are looking for an Associate to join our Townsville or Cairns team on a permanent full-time basis.
What will a typical week look like? Under the mentorship of our Wealth Partner, this role is designed to set an Associate on a pathway to becoming an accomplished Adviser. You will be the point of contact for many client queries and will be given the opportunity to take on more independence and autonomy with your own client base (in future, performance dependent) as you develop and grow in the role. An overview of your day-to-day responsibilities follows:
Proactively communicate with clients and determine how Findex can best meet their needsAssist your Advisers/Partners in providing strategic financial planning and investment advice including, investment structures, estate planning, superannuation and retirement planningPrepare pre-appointment work and participate in client meetings with Advisers/PartnersEnsure advice documents are compliant, in line with industry legislation, regulation, and Findex policies and proceduresOK, let's talk about you. You will have the following: FASEA approved degreeAn interest in progressing your career to become a Financial AdviserStrong attention to detail and the ability to prioritise your workloadThe ability to work and thrive in a team environmentLets talk about our team Highly experienced collaborative team of Advisers, mentors and Leaders, providing you with the tools you need to succeed as a future Financial AdviserClose knit local team who collaborate and work togetherAdministration support provided through Client Services and internal paraplanning teamsWhy Findex? writeyournextchapter 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.
Findex are a privately-owned provider of integrated financial services and offer an extensive range of wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.
Next Steps? PLEASE NOTE: Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.
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