Findex7 jobs

Associate

JuniorFull-timeHybridSydney NSW, AustraliaFinanceProfessional servicesCustomer service and supportPosted 2 months ago
View your fit0 of 9 criteria met

About the job

The Financial Adviser job at Findex is an exciting opportunity for driven individuals to make a significant impact in financial planning. This position offers a career pathway with mentorship from experienced Wealth Partners, allowing you to take ownership of client relationships as you grow. Findex fosters a collaborative and supportive environment, ensuring that team members thrive together while enjoying a balanced work-life experience.

You'll be responsible for

📞

Communicating proactively with clients

Engaging with clients to provide financial planning and investment advice, ensuring their needs are met.
📝

Preparing for client meetings

Conducting pre-appointment work and assisting in strategy discussions across various financial planning areas.
✅

Ensuring compliance

Making sure that advice documents adhere to legislation and company policies, coordinating the production of Statements of Advice (SOAs).

Skills you'll need

🎓

FASEA approved degree

A qualification in financial planning that meets the standards set by the Financial Adviser Standards and Ethics Authority.
🗣️

Effective communication

The ability to clearly convey information and engage with clients and team members.
🔍

Attention to detail

A keen focus on accuracy and thoroughness in all aspects of financial planning and documentation.
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Meet the team

About the company

View your fit

0 of 5 criteria met
FASEA approved degree or equivalent
Possession of a FASEA approved degree or equivalent qualification.

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Proven experience in financial planning
Demonstrated experience in a similar financial planning role.

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Effective communication skills
Strong ability to communicate and collaborate in a team environment.

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Attention to detail
Proven ability to prioritize tasks with strong attention to detail.

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Interest in CFP certification
Motivated to achieve or study towards CFP qualification.

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