Full time
Are you ready to embrace an exciting new challenge? We have an excellent opportunity for a talented Adviser focussed on Risk Insurance to join our specialist Risk Insurance team!
As an Adviser, you'll bring your expertise to a diverse portfolio of business and private clients, providing strategic advice with a personalised touch. You will collaborate with clients, their business advisers, and accountants to fulfill their unique personal and risk protection needs.
Dive into new business opportunities while nurturing a loyal portfolio of established clients. At Findex, our innovative structure means more client interaction, less admin, and a clear path to career progression, with the chance to rise to partner level.
What will your typical week look like? Collaborate and communicate with clients to understand their personal and business financial and risk objectives Service, retain and deliver solutions to meet client needs developing relationships and prospecting new opportunities through strong business development expertise Achieve annual revenue targets Maintain professional relationships with key internal and external stakeholders Supervise day-to-day client service advisory activities About the perks Competitive salary package plus a range of benefits on offer A genuine opportunity for long-term career progression Client services administration support so you can focus on your clients Continuous learning and development initiatives Dynamic, flexible work arrangements allowing you to work from home and the office Let's talk about you! Experienced Adviser with Risk Insurance experience Relevant qualifications and a sound compliance history is mandatory Flexibility to travel across the region, when required Self-driven, autonomous, and driven to grow your business Strong relationship management skills and a collaborative team player Strong commercial acumen and analytical skills Why Findex? Findex is an integrated financial services business and offers an extensive range of wealth management, investment, lending, insurance and accounting services to help individuals and businesses manage and grow their wealth and protect their assets.
With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn't limited by their location. 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 metropolitan and regional 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.
HOLIDAY CLOSE DOWN:
Please be advised that Findex offices will be closing for the holiday period, between December 23 – January 7 (AU), and December 23 – January 10 (NZ).
All applications received during this time will be reviewed upon our return in the new year.
The Findex TA team would like to take this opportunity to wish you all a very happy and restful holiday break!
Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
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