DescriptionLooking for a fresh career opportunity with future growth potential?
We are seeking an experienced and motivated Financial Adviser to service and advise clients in Albury and help us grow the business. This role is perfect for someone who thrives in a dynamic environment, loves a challenge, and brings a strong commercial mindset. You will manage a diverse client base while working closely with our local team of Accountants and benefiting from regular client referrals.
If you enjoy staying busy, tackling challenges, collaborating with a team, and have a strong commercial mindset, we’d love to hear from you!
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 growth and revenue targets
Develop relationships and prospect new opportunities through your strong business development expertise
Service, retain, and deliver solutions to meet client needs
Perks at a glance!
Career progression with strong growth opportunity
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
Plenty of referrals from our local team
Let’s talk about you!
You are someone with the following…
Previous experience as an Adviser who has successfully completed the FASEA exam (and are on the Adviser register)
Proven track record in delivering comprehensive financial advice across a wide range of client needs
Exceptional relationship and stakeholder management skills
SMSF experience will be highly regarded
A positive, proactive and result-orientated focus
Strong commercial acumen
Let's 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 paraplanning teams
Why Findex? #writeyournextchapter
We'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.
If this sounds like you, we look forward to meeting you. Apply now!PLEASE NOTE:
Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.
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.
Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.
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!