Financial Adviser

5 days 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**:

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