Findex Pty Ltd,
Work Type
FlexibleRole Type
AdvisorEmployment Type
Full TimeAbout the business
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.
About the role
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
Perks and benefits
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
Skills and experience
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
More jobs
Oxlade Financial, Newstead QLD, Australia
🚀 INCREDIBLE OPPORTUNITY FOR A FINANCIAL ADVISER LOOKING FOR THEIR FOREVER WORK HOME 🚀
If you are looking for a dynamic, rewarding and exciting forever work place as an Adviser, then we would love to hear from you.
We are open to different levels of experience – the most important priority for us is finding the right person, and we will work hard to support you to achieve your career goals. You'll work closely alongside our MD and other experienced advisers, as well as our experienced Client Service team.
Your priority will be:
- Onboard new clients: Tap into our very strong flow of in-bound enquiries to grow your own client base
- Proactive client management: Establish meaningful, long term working relationships with your clients through proactive and regular engagement
- Deliver excellent advice: Provide well considered, comprehensive, ongoing financial guidance to your valued clients
![](https://ensombl.com/app/uploads/2024/09/Team-3-330x185.jpg)
Newstead QLD, Australia
Full Time
In Person
Sufficient Funds, Work From Home
Junior Financial Adviser
We’re looking for a driven Junior Financial Adviser to join our superstar team.
- full-time employed, remote and highly flexible – there’s no clock-watching at SF
- with a heavily impactful internal training program, you will become the face of SF for your clients. Conducting our hugely popular Defining Sufficient sessions, and leading your clients towards a life-changing money plan that makes the connection between life (number 1) and money (the facilitator)
- following a meticulous and proven process to engage and ensure delivery of Plans to 8+ new clients each month, quickly building your client base.
![](https://ensombl.com/app/uploads/2024/04/Team-photo-BRIDGE-330x185.jpg)
Work From Home
Full Time
Remote
Blueprint Wealth, South Perth
Relationship Manager
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
South Perth
Full Time
Flexible