Adviser

7 days ago

Adelaide Region SA, Australia Findex Full time

This role will provide strategic financial planning and investment advice to a sustainable and profitable portfolio of existing clients.

At Findex, we believe in Dynamic working.

This is our new way of thinking about an agile and flexible global workforce. It places trust in our team members to focus on the output and value of their client work, not the amount of time spent in the office.

This role will provide strategic financial planning and investment advice to a sustainable and profitable portfolio of existing clients. With travel to Riverland involved, this position provides a fantastic opportunity to build relationships with Accounting Partners and Financial Planning books in the region.

**What will your typical week look like?**
- Collaborate and communicate with clients to understand their financial objectives
- Provide strategic financial planning and investment advice
- Achieve annual revenue targets
- Develop relationships and prospect new opportunities through your strong business development expertise
- Service, retain and deliver solutions to meet client needs

**More about the perks**
- Work as part of a highly regarded team in a collaborative environment
- Flexible advice role servicing a diverse client base
- Clearly defined career progression with strong growth opportunity

**Let’s talk about you**

You are someone with the following..
- _Previous experience as an Adviser who has successfully completed the FASEA exam (and are on the adviser register) _
- _Exceptional relationship and stakeholder management skills _
- _A positive, proactive and result orientated focus _
- _Strong commercial acumen _
- _Excellent oral and written communication skills _

**Why Findex? **_#lovewhereyouwork _**

Looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company and work on something cutting edge? Do you want to be part of a community of likeminded professionals who are revolutionising the way financial services are delivered? Are you quick thinking and ready to push boundaries?

With offices in more than 100 locations across Australia & New Zealand and a network of more than 3,000 employees, Findex are now seeking a new generation of talent. Are you motivated to help drive growth and innovation for our business? Progress your career and excel in your chosen field?

Look no further.

**Next Steps?

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