Are you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction?Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom?Do you enjoy working collaboratively across divisions and unlocking further advice opportunities within our internal client base?If you answered yes to the above, we'd love to share more details with you!
An Opportunity with a Difference We're seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business who excels at meeting new clients and enjoys the initial discovery phase. This role emphasises collaboration and allows you to focus on what you do best: being in front of clients. What will your typical week look like? Meet and engage with new clients, understanding their financial needs and goals.Manage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIsPartner with a team of trusted Findex Accountants and Wealth AdvisersDevelop joint account plans with our Accounting team to position our Wealth Management servicesConnect clients with an Adviser for ongoing client workEnjoy a steady supply of leads from our Inbound and Outbound programs Benefits on offer A competitive salary package with uncapped earning potentialOpportunities 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 A supportive and collaborative work environmentThe freedom to focus on client interactions without the administrative burdenLet's talk about you! Previous experience as a Senior Financial Adviser, having completed the FASEA exam and listed on the Adviser registerDriven, relationship-focused, and self-motivatedPassionate about meeting new clients and helping them achieve financial successA 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 to travel to Findex offices within the regionWhy Findex?writeyournextchapter We're focused onmeeting 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 anaccounting, wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.
We attract, retain, andpromote people who share a sense of purpose and belonging. And wehave a passion for creating opportunities for growth and sustainability thatripple 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.
Findex is one of the largest providers of accounting, wealth, audit, tax, business advisory and financial services to individuals, small and medium businesses and large corporate enterprises across Australia and New Zealand. We offer personalised financial advice and solutions through a single point of contact to oversee financial affairs and work collaboratively with others from within the business to provide uniquely tailored solutions for all our clients. The work Findex does, spans people, businesses, industries, countries, even continents. But wherever we work and whomever we work with, our people are the centre of what we do.
Findex is one of the largest providers of accounting, wealth, audit, tax, business advisory and financial services to individuals, small and medium businesses and large corporate enterprises across Australia and New Zealand. We offer personalised financial advice and solutions through a single point of contact to oversee financial affairs and work collaboratively with others from within the business to provide uniquely tailored solutions for all our clients. The work Findex does, spans people, businesses, industries, countries, even continents. But wherever we work and whomever we work with, our people are the centre of what we do.
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