Senior Financial Adviser

Job Description

Are you an experienced, motivated Financial Adviser ready to take the next step in your career?

We are offering an exceptional opportunity to inherit a well-established, diverse client book in the Sydney area. This role strikes the perfect balance between client engagement and team collaboration, allowing you to work closely with a highly experienced Financial Planning team, while also connecting and engaging with our local inhouse team of Accountants.

What will your typical week look like?

• Collaborate and communicate with clients to understand their financial objectives
• Provide strategic financial planning and investment advice
• Achieve annual growth and revenue targets
• Develop relationships and prospect new opportunities through your strong business development expertise
• Service, retain, and deliver solutions to meet client needs

Perks at a glance!

• Work as part of a highly regarded team in a collaborative environment
• Flexible advice role servicing a diverse client base across the region
• Competitive salary, flexible work options, and more
• Clearly defined career progression with strong growth opportunity

Let's talk about you!

You are someone with the following...

• Previous experience as an Adviser who has successfully completed the FASEA exam (and are on the Adviser register)
• Proven experience providing comprehensive financial advice
• Exceptional relationship and stakeholder management skills
• SMSF experience will be highly regarded
• A positive, proactive and result-orientated focus
• Strong commercial acumen

Let's talk about our team

• Highly experienced collaborative team of Advisers, mentors, and Leaders
• Large Corporate Advice business with solid infrastructure, systems, and support
• Close-knit local team who collaborate and work together
• Administration support provided through Client Services and internal paraplanning teams

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.