Have you considered moving away from traditional client servicing to explore a new, refreshing career direction? Do you thrive on high-energy environments and have a knack for uncovering new business opportunities?Interested in a position with a consistent supply of high-quality leads, that offers a competitive base salary and uncapped commission potential? If you answered yes to the above, we’d love to share more details with you!

An Opportunity with a Difference

As we continue to expand, we’re seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business. In this pivotal role, you’ll drive our growth strategy forward, forging meaningful relationships with new clients whilst assisting them in defining and achieving their financial aspirations and goals.Our approach emphasises collaboration, and you will be key in working with our internal team of Findex Accounting and Wealth advisers to provide holistic financial solutions. Your expertise and collaboration with other professionals within our practice will be essential to ensuring our clients’ financial success.

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 client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIs
• 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

Manage the Financial Advisors diaries – ensure diary structures and appointment maximums are observed, all meetings are confirmed, client packs are prepared and Advisor  has required documents for meetings Assist Financial Advisor(s) with client meetings and presentationsTake responsibility for file notes and action items from client meetingsCheck and prepare application forms following meetings ensuring there are correctly and fully completed, to pass onto client services for lodgement. Provide assistance to client services support team with client paperwork, preparation of lodgementsAssist in lodgement is applications and implementation of advice as an overflow from client services Regularly communicate with client on their cases progress Check on correct implementation of advice Ensure that review meetings and Annual Advice Agreement obligations are met within the Annual Advice Agreement period.Ensure Financial Advisor has required documents for meetings and prepare Agenda of topics of discussion and required informationImplement action items following reviewBe the primary point of contact for clientsRespond to clients’ requests and provide the information sought – providing factual information, account details, assisting client in updating any details provided, provision of statements and required information etcAssist with ongoing management of self-managed super funds and ensure compliance requirements maintainedAssist with Centrelink enquiries and management Deal with complaints as they arise to find a resolution for the clientManage client expectations on enquiries, providing regular and timely updatesLodge insurance claims, liaising with the client and financial institution to complete