About the job
Join Findex as an Associate in financial planning and embark on a rewarding journey towards becoming a Financial Adviser. This opportunity allows you to grow your skills under the mentorship of experienced Wealth Partners while being a vital point of contact for clients. The team values collaboration and is dedicated to supporting each other in achieving success.
You'll be responsible for
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Communicating with clients
Proactively communicate with clients and determine how Findex can best meet their needs.💼
Supporting financial advice
Assist Advisers/Partners in providing strategic financial planning and investment advice.📝
Preparing documentation
Coordinate production of advice documentation and support to prepare Statements of Advice (SOAs).Key criteria
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FASEA approved degree
Possession of a degree approved by FASEA for financial planning.View
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Diploma or Advanced Diploma of Financial Planning
Qualified with a Diploma or Advanced Diploma in Financial Planning or equivalent.View
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Experience in financial planning
Proven experience in a similar financial planning role.View
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