Strategic Financial Career Advancement Opportunity

2 days ago


Sydney, New South Wales, Australia Findex Full time

Findex, a leading integrated financial services provider, is seeking an experienced Senior Financial Adviser to join our dynamic team.

As a key player in our business development efforts, you will have the opportunity to collaborate with a talented group of professionals and contribute to the growth and success of our organization.

About the Role:

We are looking for a driven and relationship-focused individual with a proven track record in client acquisition and retention. The successful candidate will be responsible for meeting and engaging with new clients, understanding their financial needs and goals, and managing the client advice process from lead screening to engagement.

Key Responsibilities:

  • Meet and engage with new clients, understanding their financial needs and goals
  • Manage the client advice process from lead screening to engagement
  • 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

What We Offer:

A competitive salary package with uncapped earning potential, opportunities for career advancement within our growing business, flexibility to shape your workday, and a supportive and collaborative work environment.

Requirements:

  • Previous experience as a Senior Financial Adviser, having completed the FASEA exam and listed on the Adviser register
  • Driven, relationship-focused, and self-motivated
  • PASSIONATE about meeting new clients and helping them achieve financial success


  • Sydney, New South Wales, Australia IMC Financial Markets Full time

    Unlock your potential with IMC Financial Markets, a leading trading firm that empowers talented individuals to succeed.About Us:We are a dynamic and ambitious organization known worldwide for our advanced, low-latency technology and world-class execution capabilities. Our exceptional culture and commitment to giving back create a strong foundation for growth...

  • Financial Accountant

    22 hours ago


    Sydney, New South Wales, Australia Recruitment Expert Full time

    As a dynamic and forward-thinking organization, Recruitment Expert is seeking a highly motivated and experienced Financial Accountant to join their team.About the RoleThe ideal candidate will have a strong background in financial statement preparation, including balance sheets, income statements, and cash flow statements. You will be responsible for ensuring...


  • Sydney, New South Wales, Australia IMC Financial Markets Full time

    **About Us**IMC Financial Markets is a leading trading firm known for its advanced technology and world-class execution capabilities. Over the past 30 years, we've been a stabilizing force in the financial markets, providing essential liquidity to our counterparties.We're seeking an experienced Senior Strategic Advisor to join our team in Sydney. As a key...


  • Sydney, New South Wales, Australia IMC Financial Markets Full time

    Unlock the Potential of High-Frequency TradingAs a Strategic Data Analyst at IMC Financial Markets, you will be part of an established research team developing innovative high-to-mid frequency delta one trading strategies and predictive models for the APAC markets.Your key responsibilities will include:Designing and implementing advanced data analysis...


  • Sydney, New South Wales, Australia Future You Full time

    Role OverviewThis is a dynamic end-to-end Finance Manager role within a global Financial Services organisation diversified across asset management and lending. The company has a strong focus on innovation and growth, offering candidates the opportunity to gain exposure to a wide range of projects and responsibilities due to their entrepreneurial approach.Job...


  • Sydney, New South Wales, Australia Aequalis Consulting (Finance & Accounting) Full time

    Job OverviewWe are seeking a highly skilled Senior Management Accountant to join our dynamic finance team. This role offers the opportunity to contribute to strategic financial management across diverse business units.About the Role:Budgeting and forecasting to support strategic planning and performance management.Financial analysis to uncover trends, assess...


  • Sydney, New South Wales, Australia IMC Financial Markets Full time

    About the RoleWe are seeking highly motivated and talented individuals to join our 2025 Launchpad Program at IMC Financial Markets. As a participant, you will have the opportunity to accelerate your career in trading and engineering through an immersive experience.Job DescriptionThe Launchpad Program is designed for forward-thinking students graduating in...


  • Sydney, New South Wales, Australia Career Panacea Full time

    About the RoleCareer Panacea is seeking a highly motivated and detail-oriented IT Support Intern to join our team. This internship offers an excellent opportunity for individuals to gain hands-on experience in a dynamic environment and develop valuable skills in troubleshooting, problem-solving, and technical support.Job ResponsibilitiesInteract with various...


  • Sydney, New South Wales, Australia Bell Partners Full time

    Intermediate Accountant Role at Bell PartnersWe are seeking a skilled Intermediate Accountant to join our dynamic team in Sydney, NSW.About the RoleThis is an exciting opportunity for an experienced Accountant looking to advance their career. As an Intermediate Accountant with 2-4 years of experience, you will be responsible for preparing management reports,...


  • Sydney, New South Wales, Australia Aequalis Consulting (Finance & Accounting) Full time

    Role OverviewWe are seeking a highly skilled Senior Management Accountant to join our dynamic finance team at Aequalis Consulting (Finance & Accounting). This role offers the opportunity to contribute to strategic financial management across diverse business units, working in a vibrant and collaborative work environment.Key Responsibilities:Develop and...


  • Sydney, New South Wales, Australia Aequalis Consulting (Finance & Accounting) Full time

    At Aequalis Consulting (Finance & Accounting), we seek an exceptional Senior Management Accountant to join our dynamic finance team. This pivotal role offers the chance to contribute to strategic financial management across diverse business units, driving business success and excellence.About the RoleThe successful candidate will be responsible for...


  • Sydney, New South Wales, Australia Curtis Partnership Full time

    About the Opportunity">This exciting opportunity allows a late/heavy intermediate to advance their career and transition into a managerial role within a reputable firm, Curtis Partnership. As a Tax Advisory Manager, you will play a pivotal role in serving clients across various industries by providing taxation, accounting, and business advisory services.Key...


  • Sydney, New South Wales, Australia IMC Financial Markets Full time

    Women in Trading ProgramThe Women in Trading program at IMC Financial Markets is designed for ambitious students who are passionate about solving complex problems. This immersive experience offers a unique opportunity for participants to gain insight into the world of high-frequency trading and learn what traders do at IMC.IMC is committed to encouraging and...


  • Sydney, New South Wales, Australia IMC Financial Markets Full time

    **Program Overview**The Women in Engineering program at IMC Financial Markets is designed for forward-thinking students who love solving unique and complex problems. This immersive experience offers a unique opportunity for participants to gain insight into the world of high-frequency trading and learn what engineers and traders do at IMC.**Key Program...


  • Sydney, New South Wales, Australia Aequalis Consulting (Finance & Accounting) Full time

    Key ResponsibilitiesCollaborate with business units to deliver financial insights and recommendations that inform strategic and operational decisions.Develop and maintain complex financial models using advanced Excel skills to drive business outcomes.Prepare accurate and timely financial reports that articulate key financial metrics to stakeholders.Conduct...


  • Sydney, New South Wales, Australia 2094 Cubic Transportation Systems (Australia) Pty Limited Full time

    Job Title: Strategic Financial LeadJob Summary: We are seeking an experienced Strategic Financial Lead to join our team at Cubic Transportation Systems. The successful candidate will be responsible for managing and maintaining our financial systems, ensuring compliance with financial regulations and reporting requirements.Key Responsibilities:Develop and...


  • Sydney, New South Wales, Australia Herbert Smith Freehills Full time

    About Herbert Smith FreehillsWe are one of the world's leading law firms, advising numerous large and ambitious organizations across various regions. With over 5,000 people, including 3,100 lawyers and more than 2,000 business services professionals, operating from our global network of offices in Asia Pacific, Europe, the Middle East, and North America, we...


  • Sydney, New South Wales, Australia Talent Web Full time

    About the Role:We are seeking an experienced Senior Finance Business Partner to join our dynamic team at Talent Web. This is an exciting opportunity to leverage your expertise in financial planning and analysis to drive business success.Key Responsibilities:Strategic Financial Planning: Develop and implement effective budgeting and forecasting processes to...


  • Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    We are seeking a Strategic Treasury Analyst to join our team in Sydney, Australia. As a Senior Analyst with 1-3 years of experience in the banking or financial services industry, you will play a crucial role in shaping the future of Australia's largest financial institution.About Group TreasuryGroup Treasury is responsible for driving strategic development...


  • Sydney, New South Wales, Australia Allura Partners Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Analyst to join our FP&A team at Allura Partners. As a key member of the team, you will be responsible for assisting with the strategic direction and financial reporting within the business.Key ResponsibilitiesPrepare complex financial models to help drive financial performance (e.g. scenario...