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Financial Planner
2 months ago
We are seeking an ambitious and driven individual to join our team as a Financial Adviser. As a key member of our team, you will be responsible for providing strategic financial planning and investment advice to our clients.
Key Responsibilities- Proactively communicate with clients to determine their financial needs and goals
- Assist in providing financial planning and investment advice, including investment structures, estate planning, superannuation, and retirement planning
- Prepare pre-appointment work and participate in client meetings
- Ensure advice documents are compliant with industry legislation, regulation, and company policies
- FASEA approved degree
- Strong attention to detail and ability to prioritize workload
- Ability to work and thrive in a team environment
Findex is a privately-owned provider of integrated financial services, offering a range of wealth management, investment, lending, and insurance services. We are committed to creating opportunities for growth and sustainability that benefit our communities.
We attract and retain people who share a sense of purpose and belonging, and we are passionate about helping individuals and businesses manage and grow their wealth and protect their assets.
Next StepsApply now to take the first step in your career as a Financial Adviser. Please note that only candidates with valid work rights within Australia/New Zealand will be considered.