Findex
46 jobs

Associate

JuniorMid levelFull-timeHybridCanberra ACT, AustraliaPosted 3 months agoVerified 11 hours ago
Pending fitX of Y criteria met

About the job

This Associate opportunity at Findex is a fantastic chance to grow your career in financial planning. By joining a supportive team in Canberra, you will be at the forefront of helping clients manage their financial futures while receiving mentorship from experienced Wealth Partners. The team values a client-focused approach and fosters a culture of learning and development.

You'll be responsible for

📞

Communicating with clients

Proactively communicate with clients to identify how Findex can best meet their needs.
💼

Supporting Advisers

Assist Advisers/Partners in providing strategic financial planning and investment advice.
📝

Preparing advice documentation

Coordinate production of advice documentation and help prepare Statements of Advice (SOAs).

Key criteria

🎓

FASEA approved degree

Possession of a degree approved by FASEA for financial advice.

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📜

Diploma or Advanced Diploma

Qualified with a Diploma or Advanced Diploma of Financial Planning.

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💼

Experience in financial planning

Proven experience in a similar financial planning job.

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Meet the team

About the company

Apply on Findex
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5 criteria for this job
FASEA approved degree
Possession of a degree approved by FASEA for financial advice.

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

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

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Attention to detail
Demonstrated strong attention to detail in work tasks.

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Team collaboration skills
Ability to thrive and work effectively in a team environment.

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