Looking to elevate your career in Financial Advice?

Whether you’re just starting out as an Associate or already have experience as a Financial Adviser, this is a unique opportunity to join Findex in Tasmania on a full-time permanent basis. You could be based in either the North West Coast or Launceston.

If you’re passionate about helping clients achieve their financial goals, eager to grow your career, and motivated by being part of a supportive and collaborative environment – we’d love to hear from you!

What will your typical week look like?

Depending on your level of experience, you will:
Build strong relationships with clients to understand their financial objectives.
Support the production of advice documentation and participate in client meetings.
Provide strategic financial planning and investment advice.
Proactively communicate with clients and seek opportunities to broaden their scope of services with Findex.
Service, retain, and deliver solutions that meet client needs.
Support team members in achieving growth objectives and contribute to business development across the region.

Perks at a glance!

Flexible work arrangements including hybrid options and compressed work fortnights (enjoy every second Friday off).
Defined career pathways with mentoring and progression opportunities.
Access to a holistic Wealth offering with support from Client Services and Paraplanning teams.
Collaborative and close-knit team culture supported by highly experienced Leaders.

Let’s talk about you!

We are seeking both Associates and Advisers, so whether you’re starting your journey or looking to advance, you’ll bring:
A passion for building a career as a Financial Adviser.
A FASEA approved degree (mandatory for both roles).
For Adviser positions: prior experience in delivering comprehensive financial advice, completion of the FASEA exam (or on track to finishing), and registration as an Adviser (or eligible to be).
Strong communication skills and the ability to build trusted relationships with clients and stakeholders.
A proactive, positive, and results-oriented approach.

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.

If this sounds like you, we look forward to meeting you. Apply now!

PLEASE NOTE:

Only candidates with valid working rights within Australia 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.