Adviser

5 days ago

Adelaide, South Australia Findex Full time

Provide strategic financial planning and investment advice to an established client portfolio in Adelaide and the surrounding region.

**Looking for a Fresh Start in 2025?**
Are you a **driven and ambitious Financial Adviser**looking to take your career to the next level? We're seeking a **high-performing professional**to provide strategic financial planning and investment advice to an established client portfolio in Adelaide and the surrounding region.

If you're passionate about delivering results, building strong client relationships, making a real impact, and can **travel regionally on a monthly basis**, this is the role for you

**What will your typical week look like?**
- Engage, collaborate and communicate with clients to understand their financial objectives
- Provide strategic tailored 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
- _Proven experience providing comprehensive financial advice _
- _Completion of the FASEA exam (and are on the Adviser register) _
- _Results-driven with a strong business development focus _
- _Exceptional relationship and stakeholder management skills _
- _SMSF experience will be highly regarded _
- _Strong commercial acumen with 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

**Why Findex? #writeyournextchapter**

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.

**PLEASE NOTE**:

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