Financial Adviser

6 hours ago

Sydney, Australia Findex Full time

Work with a well-established Sydney Wealth team and help shape the future of financial advice for our valued clients. Help share the future of financial advice.

**About the Role**

Are you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We’re seeking two advisers to join our Sydney Wealth team and help shape the future of financial advice for our valued clients.

If you thrive on engaging with clients, building strong relationships, and collaborating with others while bringing a commercial mindset, this could be your next opportunity.

**What will your typical week look like?**
- Collaborate and communicate with clients to understand their financial objectives
- Provide strategic financial planning and investment advice
- Deliver outstanding outcomes for clients while meeting agreed growth and revenue goals.
- Develop relationships and prospect new opportunities through your strong business development expertise
- Service, retain and deliver solutions to meet client needs

**About the perks**
- **Compressed work fortnight**:Enjoy a schedule that gives you every second Friday off, supporting better work-life balance without reducing your salary or hours
- Work as part of a highly regarded team in a collaborative environment
- Flexible advice role servicing a diverse client base across the region
- Competitive salary, flexible work options and more
- Clearly defined career progression with strong growth opportunity

**Let’s talk about you**
- _Previous experience as a Financial Adviser who has successfully completed the FASEA exam and are on the Adviser register _
- _Proven experience providing comprehensive financial advice _
- _Exceptional relationship and stakeholder management skills _
- _Demonstrated knowledge and experience of SMSF _
- _A positive, proactive and result orientated focus with a strong commercial acumen _
- _Excellent oral and written communication skills _

**Lets talk about our team**
- Highly experienced collaborative team of Advisers, mentors and Leaders
- Large Corporate Advice business with solid infrastructure, systems, and support
- Close knit local team who collaborates and work together
- Administration support provided through Client Services and internal paraplanning teams

**About us**:Why Findex?**

Findex is an integrated financial services business offering wealth management, investment, insurance, accounting, audit and tax services.

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.

**Next Steps?**

**PLEASE NOTE**:
**Note for Recruitment Agencies**:

  • Financial Adviser

    1 week ago

    Sydney, Australia B & K Consulting Full time

    Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning,...

  • Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

    The practice focuses on retaining quality clients, building long-term relationships, and delivering personalised service. With a growing client base established over the past 13 years, they now require another adviser to serve this expanding portfolio.You will be provided with an existing book of client's no prospecting required and have direct access to a...

  • Financial Adviser

    1 day ago

    Sydney, Australia Rest Full time

    **Company Description** Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders **Closing date: 20th August 2025** Please note Rest does not accept speculative resumes from recruitment agencies - ** Join An Award-Winning Fund Provider**: - ** Provide high-quality...

  • Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

    The practice focuses on retaining quality clients, building long-term relationships, and delivering personalised service. With a growing client base established over the past 13 years, they now require another adviser to serve this expanding portfolio.You will be provided with an existing book of client's no prospecting required and have direct access to a...

  • Financial Adviser

    3 days ago

    Sydney, New South Wales, Australia Rest Industry Super Full time

    Supporting millions of Aussies since 1988 with low fees and competitive long-term performance.Profits back to members, not shareholdersClosing date:20th August 2025Please note Rest does not accept speculative resumes from recruitment agenciesRest will review applications prior to the closing date and may close the role earlierJob DescriptionProvide High...

  • Associate Financial Adviser

    2 weeks ago

    Sydney, Australia Perpetual Limited Full time

    Based in Sydney CBD - Hybrid working arrangement. - Opportunity to grow your career within a collaborative and supportive team. - A range of exciting benefits, incl. two weeks of additional paid leave Provide ongoing client service and high-quality support to Financial Advisers and Partners supporting a Partner in our Jacaranda Sydney team. Sounds...

  • Financial Adviser

    5 hours ago

    Sydney, Australia The Andersen Partnership Full time

    Working From Home - Established book of clients ready to maintain - Working with renowned Senior Advisers Financial Adviser (Servicing) Excellent opportunity to join a boutique firm with an established book of clients. You will be working with some Senior Advisers who have extensive experience within the industry to lean on. This opportunity would suit...

  • Financial Investment Adviser

    7 days ago

    Sydney, Australia Solomons Wealth Management Australia Pty Ltd Full time

    **About Us**: Solomons Wealth Management Australia is a leading financial advisory firm committed to providing tailored investment solutions to individuals and businesses. Based in Sydney, we help our clients achieve their financial goals through expert advice, innovative strategies, and unwavering dedication to excellence. **About the Role**: We are...

  • Associate Adviser

    7 days ago

    Sydney, Australia HAYS Full time

    **Your new company** This is an exciting new opportunity within a holistic boutique financial advice firm located in North Sydney. This organisation are dedicated to offering tailored financial solutions to their high net wealth clients. They are looking for an Associate Adviser to join their team and support the Senior Advisers. **Your new role** As the...

  • Financial Adviser

    1 week ago

    North Sydney, Australia Zurich Insurance Full time

    A new adventure awaits- At Zurich we’re on a journey, even though we are 150 years young, we are lighting the way to a brighter future. A brighter future for you - focused on your career, your wellbeing and your community - as well as our customers and the planet.- This exciting adventure will drive positive impact. So, if you want to be part of a values...