Financial Planner

A genuine opportunity to inherit an established book and grow your career. Flexible work options are available.

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?

We have a **unique opportunity **for an experienced, motivated Financial Adviser to inherit an established client book, servicing the Toowoomba to Dalby region. You will take ownership of a solid client base within the agricultural and commercial sectors 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 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 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) _
- _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 _

**Lets talk about our team**
- Highly experienced collaborative team of Advisers, mentors and Leaders
- Close knit local team who collaborate and work together
- Administration support provided through Client Services team

**About us**

**Why Findex? **_writeyournextchapter _**

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.

We are passionate about what we do and how we do it. Are you a bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first? Do you want to be part of a team that moves together, operates in a high-trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?

**Next steps?**

**PLEASE NOTE**: