About the Role

Are you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We’re seeking two advisers to join our Sydney Wealth team and help shape the future of financial advice for our valued clients.

If you thrive on engaging with clients, building strong relationships, and collaborating with others while bringing a commercial mindset, this could be your next opportunity.

What will your typical week look like?

Collaborate and communicate with clients to understand their financial objectives
Provide strategic financial planning and investment advice
Deliver outstanding outcomes for clients while meeting agreed growth and revenue goals.
Develop relationships and prospect new opportunities through your strong business development expertise
Service, retain and deliver solutions to meet client needs
About the perks

Compressed work fortnight: Enjoy a schedule that gives you every second Friday off, supporting better work-life balance without reducing your salary or hours
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!

Previous experience as a Financial 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
Demonstrated knowledge and experience of SMSF
A positive, proactive and result orientated focus with a strong commercial acumen
Excellent oral and written communication skills
Lets 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 collaborates and work together
Administration support provided through Client Services and internal paraplanning teams
About us: Why Findex?

Findex is an integrated financial services business offering wealth management, investment, insurance, accounting, audit and tax services.

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?

If you’re ready to write your next chapter and take the next step in your advisory career, we’d love to hear from you. Apply now!

PLEASE NOTE:

Only candidates with valid working rights within Australia/New Zealand (in which this position is based) will be considered.

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.