Senior Adviser Job Description
We have a unique opportunity for an experienced, motivated Senior Financial Adviser to inherit an established client book, servicing the Ballarat and surrounding region. You will take ownership of a solid diverse client base, whilst connecting and engaging with our local team of Accountants. If you thrive on being busy, enjoy collaborating with others and have amercial outlook, please keep reading.
What will your typical week look like?
1. Collaborate andmunicate with clients to understand their financial objectives
2. Provide strategic financial planning and investment advice
3. Achieve annual revenue and growth targets
4. Develop relationships and prospect new opportunities through your strong business development expertise
5. Service, retain and deliver solutions to meet client needs
More about the perks
6. Work as part of a highly regarded team in a collaborative environment
7. Flexible advice role servicing a diverse client base across the region
8. Clearly defined career progression with strong growth opportunity
Let's talk about you!
9. Previous experience as a Senior Adviser providingprehensive financial advice
10. Successfulpletion of the FASEA exam (and are on the Adviser register)
11. Exceptional relationship and stakeholder management skills
12. SMSF experience will be highly regarded
13. A positive, proactive and result orientated focus with a strongmercial acumen
Lets talk about our team
14. Highly experienced collaborative team of Advisers, mentors and Leaders
15. Large Corporate Advice business with solid infrastructure, systems, and support
16. Close knit local team who collaborate and work together
17. Administration support provided through Client Services and internal paraplanning teams
About us: Why Findex? #writeyournextchapter
We're not just a financial services provider; we're amunity united by purpose and belonging. Passionate about creating growth and sustainability opportunities that resonate throughout ourmunities, Findex is your gateway to integrated financial services, offering wealth management, investment, lending, insurance and accounting services for individuals and businesses.
Next Steps?
Apply now - we can't wait to hear from you! Please note, you will be directed to our careers page to apply.
PLEASE NOTE: Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered. Job ID 300000225707360