Findex47 jobs

Associate

JuniorMid levelFull-timeHybridBrisbane QLD, AustraliaPosted 3 months agoVerified 3 minutes ago
Pending fitX of Y criteria met

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

📞

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

🎓

FASEA approved degree

Possession of a degree approved by FASEA for financial planning.

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📜

Diploma or Advanced Diploma of Financial Planning

Qualified with a Diploma or Advanced Diploma in Financial Planning or equivalent.

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📈

Experience in financial planning

Proven experience in a similar financial planning role.

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5 criteria for this job
FASEA approved degree
Possession of a degree approved by FASEA for financial planning.

View

Diploma or Advanced Diploma of Financial Planning
Qualified with a Diploma or Advanced Diploma in Financial Planning or equivalent.

View

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

View

Attention to detail
Strong attention to detail and effective workload prioritisation.

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Team collaboration skills
Ability to thrive in a collaborative team environment.

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