Are you a motivated, client-focused Financial Adviser looking to take your career to the next level? We're seeking an experienced professional to join our Mildura team, providing strategic financial planning and investment advice to an established client portfolio that you will manage and grow.
Whether you're already based in Mildura, or looking to fly in or drive in on a monthly basis from Melbourne or Adelaide, we'd love to hear from you. If you're passionate about delivering results, building strong client relationships, and making a real impact in a thriving regional community, this is the role for you!
Your role, your contribution!
* 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
The benefits of joining us!
* Compressed work fortnight: Enjoy a schedule that gives you every second Friday off, supporting better work‐life balance without reducing your salary or hours
* Hit the ground running with an established client book — no cold starts, just meaningful relationships to build on from day one[BS1]
* 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
What you bring to the role!
* Previous experience as a Financial Adviser who has successfully completed the Financial Adviser Exam and are currently registered on the ASIC Financial Advisers 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
For Diversity & Inclusion
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.
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