Adviser

2 weeks ago

Ballarat, Victoria, Australia FINDEX Full time $90,000 - $120,000 per year

Looking to take the next step in your advisory career? We're seeking a motivated Financial Adviser to join our team. If you're passionate about helping clients achieve their financial goals and eager to grow your career in a supportive environment, this could be the perfect opportunity for you This is a full-time, permanent, hybrid opportunity based in our Ballarat office.

Looking to take the next step in your advisory career?

We're seeking a motivated Financial Adviser to join our team. If you're passionate about helping clients achieve their financial goals and eager to grow your career in a supportive environment, this could be the perfect opportunity for you

This is a full-time, permanent, hybrid opportunity based in our Ballarat office.

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

  • Compressed work fortnight: Enjoy a schedule that gives you every second Friday off, supporting better work-life balance without reducing your salary or hours.
  • Career progression with strong growth opportunities.
  • Work as part of a highly regarded team in a collaborative environment.
    Flexible advice role servicing a diverse client base across the region.

Let's talk about you

You are someone with…

  • Previous experience as an Adviser who has successfully completed the FASEA exam (and are on the Adviser register) or is on track to finishing.
  • Proven track record in delivering comprehensive financial advice across a wide range of client needs.
  • Exceptional relationship and stakeholder management skills.
    A positive, proactive and result-orientated focus.

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 paraplanning teams.

Why Findex?

We're focused on meeting the needs of businesses and individuals within them, through a collaborative approach to Financial Services. We pride our self on an integrated service offering that includes an accounting, wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.

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.

If this sounds like you, apply now

PLEASE NOTE:

Only candidates with valid work rights within Australia in which this position is based will be considered.

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.

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