Financial Planner

2 days ago

Townsville, Queensland, Australia Findex Full time
About the Role

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
Requirements
  • FASEA approved degree
  • Strong attention to detail and ability to prioritize workload
  • Ability to work and thrive in a team environment
About Findex

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.

What We Offer
  • Highly experienced and collaborative team
  • Close-knit local team with administration support

We are committed to providing a supportive and inclusive work environment that allows our employees to thrive and grow in their careers.

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