Senior Financial Adviser

3 weeks ago


Sydney, New South Wales, Australia Findex Full time

We are seeking a highly skilled Senior Financial Adviser to join our integrated Financial Services business.

Role Overview

This role emphasizes collaboration and allows you to focus on what you do best: meeting new clients and providing meaningful solutions to secure their financial freedom.

You will work closely with a team of trusted Findex Accountants and Wealth Advisers to develop joint account plans that position our Wealth Management services.

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 the Accounting team to develop joint account plans and position our Wealth Management services
  • Connect clients with an Adviser for ongoing client work
Benefits
  • A competitive salary package with uncapped earning potential (£60,000 - £80,000)
  • 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
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
  • Possession of strong commercial and financial acumen
  • Excellent oral and written communication skills


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