Wealth Career Developer

3 weeks ago


Melbourne, Victoria, Australia Findex Full time
About the Role

We are seeking a motivated and organized Wealth Career Developer to join our Financial Planning team at Findex. This is a permanent, full-time position offering unique career progression opportunities.

Key Responsibilities
  • Ensure team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures.
  • Support a small team of Advisers in servicing their client base by ensuring quality and continuity of service.
  • Develop relationships with clients and external parties.
  • Coordinate work teams to produce expected outcomes and attend to same day service requests.
Requirements
  • Solid Client Services experience in a similar role/environment.
  • Advanced knowledge and understanding of the financial planning process.
  • Solid experience working on Investment Platforms.
  • A genuine team player attitude and ability to empower other people to learn and develop.
Benefits
  • Estimated annual salary: $60,000 - $80,000.
  • Flexible working arrangements.
  • EAP access supporting a healthy work-life balance.
  • Culture is a priority - we continue to launch, acquire, and scale businesses into different market segments.

We are passionate about creating opportunities for growth and sustainability that ripple throughout our communities. If you're a bold thinker who wants to make meaningful change, apply now



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