Senior Adviser

1 week ago


Brisbane, Queensland, Australia Findex Full time
Manage an established client book and get a great head start Develop your career with potential leadership opportunity Collaborate and network with our extensive team of Advisers and Accountants

Looking for a unique opportunity? We are lookingfor an experienced, motivated Senior Financial Adviser to inherit an established client book, servicing the Brisbane and surrounding region. You will take ownership of a solid diverse client base, whilst connecting and engaging with our local team of Accountants. There is potential for a People and team leadership opportunity so if this excites you, keep reading.

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 revenue and growth targets Develop relationships and prospect new opportunities through your strong business development expertise Service, retain and deliver solutions to meet client needs

More about the perks

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 Clearly defined career progression with strong growth opportunity

Let's talk about you

Lets 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 internal paraplanning teams

About us: Why Findex? #writeyournextchapter

We're not just a financial services provider; we're a community united by purpose and belonging. Passionate about creating growth and sustainability opportunities that resonate throughout our communities, Findex is your gateway to integrated financial services, offering wealth management, investment, lending, insurance and accounting services for individuals and businesses.

Next Steps?

Apply now – we can't wait to hear from you Please note, you will be directed to our careers page to apply.

PLEASE NOTE:

Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.


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