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Senior Financial Adviser

Sydney, Australia
Closing date
Aug 5, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job Description

• Are you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction?
• Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom?
• Do you enjoy working collaboratively across divisions and and unlocking further advice opportunities within our internal client base?

If you answered yes to the above, we'd love to share more details with you!

An Opportunity with a Difference

We're seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business who excels at meeting new clients and enjoys the initial discovery phase. This role emphasises collaboration and allows you to focus on what you do best: being in front of clients.

What will your typical week look like?
• Meet and engage with new clients, understanding their financial needs and goals.
• Manage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIs
• Partner with a team of trusted Findex Accountants and Wealth Advisers
• Develop joint account plans with our Accounting team to position our Wealth Management services
• Connect clients with an Adviser for ongoing client work
• Enjoy a steady supply of leads from our Inbound and Outbound programs

Benefits on offer
• A competitive salary package with uncapped earning potential
• Opportunities for career advancement within our growing business
• Work with an experienced, supportive team of colleagues and Leaders
• Flexibility to shape your workday, with options to work from home or the office
• A supportive and collaborative work environment
• The freedom to focus on client interactions without the administrative burden

Let's talk about you!
• Previous experience as a Senior Financial Adviser, having completed the FASEA exam and listed on the Adviser register
• Driven, relationship-focused, and self-motivated
• Passionate about meeting new clients and helping them achieve financial success
• A true collaborator with exceptional relationship and stakeholder management skills
• Top-notch business development skills combined with a drive for growth
• Strong commercial and financial acumen
• Excellent oral and written communication skills
• Ability to travel to Findex offices within the region

Why Findex? writeyournextchapter
We're focused on meeting the needs of businesses and individuals within them, through a collaborative approach to Financial Services. We pride our self on an integrated service offering that includes an accounting, wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.

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 our 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.

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