Senior Financial Consultant

3 weeks ago

Canberra, ACT, Australia Findex Full time

About the Role

Secure a dynamic career with Findex

We seek a seasoned Senior Financial Adviser to join our integrated Financial Services business. This role emphasizes collaboration and allows you to focus on what you do best: client 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, with accountability 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.
  • Enjoy a steady supply of leads from our Inbound and Outbound programs.

What We Offer

  • 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.

Your Background

  • 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.
  • 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.

About Findex

We're focused on meeting the needs of businesses and individuals within them, through a collaborative approach to Financial Services. We pride ourselves on an integrated service offering that includes accounting, wealth management, investment, lending, and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.

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