Wealth Solutions Partner
3 days ago
Join to apply for the Wealth Solutions Partner role at Findex 2 days ago Be among the first 25 applicants Join to apply for the Wealth Solutions Partner role at Findex Are you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction?
Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom?
Do you enjoy working collaboratively across divisions and unlocking further advice opportunities within our internal client base?
Are you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction?
Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom?
Do you enjoy working collaboratively across divisions and unlocking further advice opportunities within our internal client base?
If you answered yes to the above, read on
An Opportunity with a Difference
We're seeking a dynamic individual with a background in Financial Planning who's ready to pivot into a role that's truly focused on the front end of the client journey.Unlike traditional advice roles that balance ongoing servicing, reviews, and implementation, this opportunity is centred on what many advisers enjoy most, meeting new clients, leading discovery conversations, and helping them take the first steps toward financial advice.You'll play a critical role in converting warm internal leads into engaged Wealth clients, without the ongoing administrative and compliance load of long-term client management.
Working closely with our Accounting and Wealth teams, you'll collaborate to unlock opportunities and deliver seamless, high-impact experiences for our clients.What will your typical week look like?
Meet and engage with new clients, understanding their financial needs and goals.
Manage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIs Partner with a team of trusted Findex Accountants and Wealth Advisers Develop joint
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