Top Financial Services Professional
4 weeks ago
Overview
Findex is a leading provider of integrated financial services, offering a collaborative approach to meeting the needs of businesses and individuals.
Salary
A competitive salary package with an estimated annual salary of $120,000 - $180,000, depending on experience.
Job Description
We are seeking a dynamic Senior Financial Adviser to join our team, who excels at meeting new clients and enjoys the initial discovery phase. This role emphasizes collaboration and allows you to focus on what you do best: being in front of clients.
Key Responsibilities:
- Meet and engage with new clients, understanding their financial needs and goals.
- Manage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIs
- Partner with a team of trusted Findex Accountants and Wealth Advisers
- Develop joint account plans with our Accounting team to position our Wealth Management services
- Connect clients with an Adviser for ongoing client work
Benefits
We offer a range of benefits, including:
- A competitive salary package with uncapped earning potential
- Opportunities for career advancement within our growing business
- Work with an experienced, supportive team of colleagues and Leaders
- Flexibility to shape your workday, with options to work from home or the office
- A supportive and collaborative work environment
Requirements
To be successful in this role, you will need:
- Previous experience as a Senior Financial Adviser, having completed the FASEA exam and listed on the Adviser register
- Driven, relationship-focused, and self-motivated
- Possession of strong commercial and financial acumen
- Excellent oral and written communication skills
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