Adviser

6 days ago

Gold Coast, Australia Findex Full time

Genuine opportunity to join an exceptional adviser and top-performing Gold Coast team. Inherit an established book and grow your career. Flexible work options are available.

**Unlock your future potential - Financial Adviser Opportunity**

We have a **newly created opportunity **for an experienced, motivated Financial Adviser to inherit an established client book, servicing the Gold Coast and Northern NSW. You will take responsibility for a select, diverse client base, whilst connecting and engaging with our local team of Accountants. If you thrive on being busy, enjoy collaborating with others, and have a commercial outlook, please keep reading.

**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 growth and revenue targets
- Develop relationships and prospect new opportunities through your strong business development expertise
- Service, retain, and deliver solutions to meet client needs

**Perks at a glance**
- 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**

You are someone with the following
- _Previous experience as an Adviser who has successfully completed the FASEA exam (and are on the Adviser register) _
- _Ideally 3-5 years plus providing comprehensive financial advice _
- _Exceptional relationship and stakeholder management skills _
- _SMSF experience will be highly regarded _
- _A positive, proactive and result-orientated focus _
- _Strong commercial acumen _
- _Excellent oral and written communication skills _

**Let's 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 collaborate and work together
- Administration support provided through Client Services and internal paraplanning teams

**About us**:Why Findex? #writeyournextchapter**

We're not just a financial services provider; we're a community united by purpose and belonging. Passionate about creating growth and sustainability opportunities that resonate throughout our communities, Findex is your gateway to integrated financial services, offering wealth management, investment, lending, and insurance services for individuals and businesses.

**Next Steps?**

**PLEASE NOTE**:

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