Senior Financial Adviser

3 weeks ago

Sydney, New South Wales, Australia Findex Full time

About the Role

We are seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business. This role emphasizes collaboration and allows 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

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

About You

  • 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
  • Ability to travel to Findex offices within the region

About Findex

We are 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 an 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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