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Adviser

2 months ago

Canberra, Australia Findex Full time

Inherit an established client portfolio within the Canberra region. Work with a supportive, experienced Financial Planning team of Advisers. Training, support, and career progression opportunities are on offer.

**Unlock your future potential**

Are you an accomplished Financial Adviser seeking the next chapter in your professional journey? Join our local, experienced Financial Planning team and take the reins of this established client portfolio.

If you excel in a dynamic work environment, appreciate collaborative efforts, and possess a business-oriented perspective, we encourage you to continue reading.

**Discover what lies ahead**

Your responsibilities will include:

- 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

**Enjoy these Benefits**
- Flexible advice role servicing a solid client base across the region
- Competitive salary, flexible work options, and more
- Large Corporate Advice business with solid infrastructure, systems, and support
- Clearly defined career progression with strong growth opportunity

**Let’s talk about you**
- _Previous experience as an Adviser who has successfully completed the FASEA exam (and are on the Adviser register) _
- _Proven experience providing comprehensive financial advice _
- _Exceptional relationship and stakeholder management skills _
- _A positive, proactive and result-orientated focus with strong commercial acumen _

**Our team - who are we?**
- Highly experienced collaborative team of Advisers, mentors, and Leaders
- Close-knit local team who collaborate, support and encourage each other
- 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, and insurance services for individuals and businesses.

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