Advisor

Job Description

The Associate role serves as a key point of contact for the Findex Specialist Risk Advisers. The role focuses on providing client support, building and maintaining positive relationships, and delivering high-quality administrative assistance and compliance advice. Additionally, the Associate helps create tailored insurance solutions, ensuring a seamless client experience and contributing to the overall success of the team.

Elevate your professional journey with this unique career opportunity!  

If you’re an ambitious individual aspiring to excel as a Financial Adviser or Risk Advisor, this could be your next step.  At the heart of Findex are our exceptional individuals, and we’re actively seeking the next wave of talented professionals who are passionate about steering growth and fostering innovation within our organisation. 

What will a typical week look like? 

Under the mentorship of our Senior Advisors, this role is designed to set an Associate on a pathway to becoming accomplished Adviser or Specialist Advisor.  You will be the point of contact for many client queries and will be given the opportunity to take on more independence and autonomy with your own client base as you develop and grow in the role.  An overview of your day-to-day responsibilities follows:  

• Proactively communicate with clients and determine how Findex can best meet their needs 
• Assist your Advisers/Partners in providing strategic financial planning and risk insurance advice including, estate planning, superannuation and risk insurance
• Prepare pre-appointment work and participate in client meetings with Advisers/Partners
• Ensure advice documents are compliant, in line with industry legislation, regulation, and Findex policies and procedures 
• Coordinate production of Advice documentation and support to prepare SOAs 

Career development and progression 

You will be mentored and supported by our team of experienced and highly respected Advisers and Partners and will be provided with the tools to succeed, including development programs, further education, and exciting career progression opportunities. 

OK, let’s talk about you. You will ideally have the following: 

• FASEA approved degree 
• Diploma or Advanced Diploma of Financial Planning qualified or equivalent 
• Proven experience in a similar role in Financial Planning & Risk Insurance (Business Risk Insurance advantageous)
• Strong attention to detail and the ability to prioritise your workload 
• The ability to work and thrive in a team environment 

Why Findex? #writeyournextchapter

Findex is an integrated financial services business and offers an extensive range of wealth management, investment, lending, insurance and accounting services to help individuals and businesses manage and grow their wealth and protect their assets.

With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn’t limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.

Next Steps?

Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.