Financial Services Professional

5 days ago


North Geelong, Victoria, Australia Findex Full time

Are you passionate about delivering exceptional commercial insurance advice? We're seeking a highly skilled and experienced professional to join our team as a Financial Services Professional - General Insurance Specialist.

About the Role

This is an exciting opportunity to work with a diverse range of clients and industries, providing top-notch commercial insurance advice and solutions. As a key member of our team, you will be responsible for building and maintaining enduring relationships with clients and Key Relationship Managers across various Findex offices in the region.

You will provide timely and appropriate advice in key areas of general insurance, approach client matters with versatility and understanding, and adhere to the Findex process. You will also meet activity and targets as set by divisional heads and attend regular Adviser Meetings to report on tasks, KPIs, budgets, and any relevant client matters.

We offer a competitive salary, flexible work options, and a collaborative environment where you can thrive. If you have a demonstrated background in commercial insurance advice and placement, strong team leadership experience, exceptional relationship and stakeholder management skills, and strong commercial acumen, we want to hear from you.

About Our Team

We are a highly experienced and collaborative team of Advisers, mentors, and Leaders who work together to deliver exceptional results. Our large Corporate Advice business has solid infrastructure, systems, and support, making it an ideal place to grow your career.

We value diversity and are committed to creating an inclusive environment for all employees. If you share our sense of purpose and belonging, and are passionate about creating growth and sustainability opportunities that resonate throughout our communities, we would love to hear from you.

About Us

Findex is a community united by purpose and belonging. We're not just a financial services provider; we're a gateway to integrated financial services, offering wealth management, investment, lending, and insurance services for individuals and businesses. We attract, retain, and promote people who share our values and passion for creating opportunities for growth and sustainability that ripple throughout our communities.

What We Offer
  • Competitive salary: $90,000 - $110,000 per annum
  • Flexible work options
  • Collaborative environment
  • Ongoing training and development opportunities
  • A dynamic and supportive team culture


  • North Geelong, Victoria, Australia Ventia Full time

    About the Role:The Financial Services Manager will be responsible for overseeing all financial and commercial aspects of the VIC DJCS Contract. Located in Grovedale, this role requires a strong understanding of contract management, financial analysis, and commercial negotiation.Key Responsibilities:Manage commercial relationships with the VIC DJCS contract...


  • Box Hill North, Victoria, Australia DAVID CHEN & ASSOCIATES Full time

    Main Duties & ResponsibilitiesThe key responsibilities for this Senior Accounting Services position at David Chen & Associates include:1. Supervising the input and handling of financial data and reports to ensure accuracy and compliance with statutory requirements.2. Preparing and submitting state and federal income tax returns for corporations,...


  • North Geelong, Victoria, Australia Fruition Recruitment Full time

    **Company Overview**Fruition Recruitment is a boutique recruitment firm that specialises in talent acquisition and executive search. We work closely with clients to understand their needs and provide tailored solutions to attract top talent.**About the Role**We are currently seeking an experienced Senior Accountant to join our client, a highly regarded...


  • North Geelong, Victoria, Australia Consolidated Property Services Full time

    Job Title: Part-time CleanersWe are seeking a skilled and reliable Part-time Cleaners to join our team at BIC Consolidated.About Us:BIC Consolidated is a leading provider of cleaning services, committed to delivering exceptional results and a safe working environment.Job Responsibilities:General cleaning of designated areas, scrubbing, dusting, mopping, and...


  • North Geelong, Victoria, Australia TwoScots Recruitment Full time

    About the CompanyTwoScots are proud to be partnering with a leading construction organisation that has experienced significant growth over recent years.Career Advancement Opportunities$115,000-$125,000 per annum + superannuationA dynamic and supportive team environmentOngoing professional development opportunities for career advancementBupa corporate...


  • North Geelong, Victoria, Australia Cocoon Group Services Full time

    About Cocoon SDA CareWe are a reputable organisation dedicated to providing exceptional support services for individuals with complex needs.Job Overview:We are seeking highly skilled and compassionate Caring Support Professionals to join our team. As a Caring Support Professional, you will be responsible for delivering high-quality support services to our...


  • North Geelong, Victoria, Australia Cotton On Group Full time

    About UsThe Cotton On Group is a dynamic and innovative fashion retailer that has grown to become Australia's largest value fashion group. With seven brands in 20 countries across the world, we are driven by a team of over 20,000 passionate people who share our vision for delivering exceptional customer experiences.We make the most of today and always look...


  • North Geelong, Victoria, Australia WorkSafe Victoria Full time

    About the RoleWe are seeking a highly skilled Business Financial Strategist to join our team at WorkSafe Victoria. In this role, you will be responsible for managing stakeholder relationships and providing in-depth financial analytics to support business decision-making.The ideal candidate will have a strong background in finance and experience working with...


  • North Geelong, Victoria, Australia WMA SCAFFOLDING Full time

    We are seeking a highly organized and detail-focused Financial Operations Specialist to join our team at WMA Scaffolding in Geelong, Victoria.About UsAs a leading provider of scaffolding solutions across Melbourne and Victoria, we pride ourselves on delivering safe, reliable, and innovative services to support construction projects of all sizes.The RoleThis...


  • North Geelong, Victoria, Australia Cotton On Group Full time

    About Cotton On GroupCotton On Group is a global fashion and lifestyle brand that empowers people to look, feel and be the best version of themselves. We create everyday products to make everyday experiences better.We celebrate diversity and inclusivity, because we believe self-expression is for everyone. Our team listens to our community and responds to...

  • Financial Director

    4 weeks ago


    North Geelong, Victoria, Australia Randstad Full time

    About the RoleRandstad is currently a preferred partner with a reputable Federal Government organisation to recruit for the below role:Job title: EL1 Assistant Director FinanceRate: $602.55 per day + superHybrid location: Geelong+ Work from home (WFH)Contract duration: 6 monthsAbout the TeamThe organisation's Budget and Finance Controls Branch is responsible...

  • Financial Director

    1 month ago


    North Geelong, Victoria, Australia Randstad Full time

    About the RoleRandstad is currently a preferred partner with a reputable Federal Government organisation to recruit for the below role:Job Title: EL1 Assistant Director FinanceRate: $602.55 per day + superHybrid Location: Geelong + Work from home (WFH)Contract Duration: 6 monthsAbout the TeamThe organisation's Budget and Finance Controls Branch is...


  • North Geelong, Victoria, Australia Workforce Extensions Full time

    About Workforce Extensions:Workforce Extensions is a forward-thinking organisation that prioritises financial stability and growth. We are seeking a dedicated Financial Operations Coordinator to join our team, overseeing day-to-day financial operations and ensuring seamless accounts management, payroll processing, and compliance reporting.**Job...


  • North Geelong, Victoria, Australia Workforce Extensions Full time

    Workforce Extensions is seeking a skilled Financial Operations Coordinator to manage day-to-day financial operations, ensuring seamless accounts management, payroll processing, and compliance reporting.About the RoleThis role focuses on managing accounts payable, receivable, and payroll, utilizing Xero and Hubdoc for financial reporting and document...


  • North Geelong, Victoria, Australia WorkSafe Victoria Full time

    About the RoleThe Finance Business Partner will play a pivotal role in managing stakeholder relationships and providing in-depth analytics on behalf of the Financial Planning & Analytics team within Finance.This position will partner with Project/Program Managers, Senior Leaders and People Leaders within their respective business units to influence business...


  • North Geelong, Victoria, Australia Fruition Recruitment Full time

    Job OverviewWe are seeking a highly skilled Senior Accountant to join our team at Fruition Recruitment. As a Senior Accountant, you will work closely with our Director and oversee an Accountant, providing tax and cash flow planning advice to successful businesses, high net worth individuals, and esteemed professionals.Key ResponsibilitiesManage relationships...

  • Financial Manager

    3 weeks ago


    North Geelong, Victoria, Australia Ventia Full time

    About The RoleVentia is seeking a highly skilled Finance and Commercial Manager to join their team in Grovedale VIC. The successful candidate will be responsible for managing all financial and commercial aspects associated with the VIC DJCS Contract, ensuring that Ventia meets its contractual obligations and preserves and improves the target requirement. Key...


  • North Geelong, Victoria, Australia WorkSafe Victoria Full time

    WorkSafe Victoria is seeking a Senior Financial Analyst to join their team in Geelong.Company OverviewAs a world leader in workplace safety, WorkSafe Victoria's mission is to reduce workplace harm and improve outcomes for injured workers. Our team is passionate about making a difference in the lives of Victorians, and we're looking for like-minded...


  • North Geelong, Victoria, Australia Workforce Extensions Full time

    **Company Overview:**Workforce Extensions is a dynamic and supportive organization seeking an experienced Financial Operations Manager to join our team. Our company prioritizes continuous learning and growth, offering opportunities for professional development and career advancement.About the Position:We are looking for a highly skilled and detail-oriented...


  • North Geelong, Victoria, Australia Workforce Extensions Full time

    About the PositionWe are seeking a highly skilled Financial Operations Specialist to join our client's financial team. This role will focus on managing day-to-day financial operations, ensuring seamless accounts management, payroll processing, and compliance reporting.Key Responsibilities:Accounts Payable: Manage and process invoices and payments, ensuring...