About the job
As a Financial Adviser at Findex, you will embark on an exciting journey to help clients achieve their financial goals while building meaningful relationships. This full-time, permanent, hybrid job offers a fantastic opportunity for growth and autonomy, all within a supportive and flexible work environment. Join a highly regarded team that values collaboration and is dedicated to making a positive impact in the community.
You'll be responsible for
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Collaborating with clients
Work closely with clients to understand their financial objectives and provide tailored advice.🎯
Achieving growth targets
Focus on achieving annual growth and revenue targets through effective financial planning.🔑
Delivering solutions
Service, retain, and deliver solutions to meet client needs, ensuring satisfaction and loyalty.Key criteria
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FASEA exam completion
Proven completion of the FASEA exam or on track to finish.View
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Relationship management expertise
Demonstrated ability to build and maintain client relationships.View
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Business development experience
Proven track record in identifying and pursuing new opportunities.View
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