Senior Financial Adviser
2 weeks ago
About the Role:
We are seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business. As a key member of our team, you will excel at meeting new clients and enjoy the initial discovery phase.
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 to develop joint account plans.
- 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.
- Flexibility to shape your workday, with options to work from home or the office.
- A supportive and collaborative work environment.
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.
- Passionate about meeting new clients and helping them achieve financial success.
- Ability to travel to Findex offices within the region.
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