Welcome to Findex, a leading provider of integrated financial advisory and accounting services in Australasia. Our mission is simple, to help our clients and the people we work with thrive.  We do this by providing unrivalled advice and personalised solutions, building strong community relationships, and working with leading-edge technologies.    At Findex, we embody a culture of boldness, curiosity, and meaningful change. Challenging the status quo, we push boundaries and embrace innovation without hesitation. With collaboration at our core, we deliver exceptional outcomes utilising our diverse perspectives and collective expertise. We prioritise our clients, placing them at the heart of our business providing comprehensive, holistic advice and effective financial solutions. With a commitment to keeping our promises, we deliver quality work and strive for excellence in all we do. We are building a workplace for the future, unrestrained by geography and hierarchy.   A workplace that values personal needs and allows our people to be the best version of themselves. Focused on empowering our people to work in a way that best meets their needs and those of their team and clients, they pursue their dreams surrounded by support, and make an impact on areas that are meaningful to them.   We are driven by our values and passionate about making a positive impact.  Join us on this journey as we inspire ambition, create meaningful change, and help our clients achieve their financial goals. Together, we can create new possibilities and chart a successful path forward.

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 teamsManage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIsManage key client and customer relationshipsPartner 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 work

Enjoy a steady supply of leads from our Inbound and Outbound programsA competitive salary package with uncapped earning potentialOpportunities for career advancement within our growing businessWork with an experienced, supportive team of colleagues and LeadersFlexibility to shape your workday, with options to work from home or the office

Previous experience as a Senior Financial Adviser who has successfully completed the FASEA exam (and on the Adviser register) A 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 Ability to travel to the Findex offices in the region