Associate

2 months ago

Sydney, Australia Findex Full time

Invigorate your career with this unique opportunity to step into an Associate position with our Sydney Financial Planning team. Excellent training, support and mentoring provided. An opportunity not to be missed

**Elevate your professional journey with this unique career opportunity**

If you're an ambitious individual aspiring to excel as a Financial Adviser and eager to carve a path in Financial Planning, this could be your next step. At the heart of Findex are our exceptional individuals, and we're actively seeking the next wave of talented professionals who are passionate about steering growth and fostering innovation within our organisation.

**What will a typical week look like?**

Under the mentorship of our Wealth Partner, this role is designed to set an Associate on a pathway to becoming an accomplished Adviser. You will be the point of contact for many client queries and will have the opportunity to take on more independence and autonomy with your own client base as you develop and grow in the role. An overview of your day-to-day responsibilities follows:

- Proactively communicate with clients and determine how Findex can best meet their needs
- Assist your Advisers/Partners in providing strategic financial planning and investment advice including, investment structures, estate planning, superannuation and retirement planning
- Prepare pre-appointment work and participate in client meetings with Advisers/Partners
- Ensure advice documents are compliant, in line with industry legislation, regulation, and Findex policies and procedures
- Coordinate production of Advice documentation and support to prepare SOAs

**Career development and progression**

You will be mentored and supported by our team of experienced and highly respected Advisers and Partners and will be provided with the tools to succeed, including: development programs, further education, and exciting career progression opportunities.

**OK, let’s talk about you. You will have the following**:

- FASEA approved degree
- Diploma or Advanced Diploma of Financial Planning qualified or equivalent
- An interest in achieving or studying towards CFP
- Proven experience in a similar role in Financial Planning
- Strong attention to detail and the ability to prioritise your workload
- The ability to work and thrive in a team environment

**Lets talk about our team**
- Highly experienced collaborative team of Advisers, mentors and Leaders
- Close knit local team who collaborate and work together
- Administration support provided through Client Services and internal paraplanning teams

**Why Findex? **_writeyournextchapter _**

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.

Findex are a privately-owned provider of integrated financial services and offer an extensive range of wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.

**Next Steps?**

**PLEASE NOTE**:

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