Senior Financial Adviser Transformation Specialist

2 weeks ago


Sydney, New South Wales, Australia Findex Full time

Company Overview:

Findex is a dynamic and collaborative Financial Services business that prides itself on delivering an integrated service offering to meet the needs of businesses and individuals.

We are focused on creating opportunities for growth and sustainability that ripple throughout our communities, attracting, retaining, and promoting people who share a sense of purpose and belonging.

Competitive Salary: $120,000 - $180,000 per annum

Job Description:

We are seeking a Senior Financial Adviser to join our team, focusing on meeting new clients and enjoying the initial discovery phase. This role emphasizes collaboration, allowing 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

Required Skills and Qualifications:

  • Previous experience as a Senior Financial Adviser, having completed the FASEA exam and listed on the Adviser register
  • Driven, relationship-focused, and self-motivated
  • Possionate about meeting new clients and helping them achieve financial success
  • A true collaborator with exceptional relationship and stakeholder management skills
  • Top-notch business development skills combined with a drive for growth
  • Strong commercial and financial acumen
  • Excellent oral and written communication skills

Benefits:

  • 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
  • The freedom to focus on client interactions without the administrative burden


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