Senior Adviser na Accounting & Business Advisory

Looking to accelerate your career in a role packed with growth opportunities? Join Findex as a Financial Adviser!

Enjoy the freedom to shape your work-life balance! With flexibility to suit either Albury-based or drive-in/drive-out (DIDO) options from areas like Melbourne, Shepparton, or any surrounding Albury area! You can choose a setup that suits your lifestyle—all while managing a well-established client portfolio. Please note, you will need to commit to travelling once per month for up to five days.

We’re on the hunt for a skilled and driven Financial Adviser to support clients in Albury. In this role, you’ll oversee a diverse client base, collaborate with our local team of Accountants, and enjoy a steady flow of client referrals.

If you’re a commercially savvy professional who thrives in a fast-paced environment and loves tackling challenges, this could be the perfect next step for you!

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!

• Career progression with strong growth opportunity 
• 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
• Plenty of referrals from our local team

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 track record in delivering comprehensive financial advice across a wide range of client needs
• 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 paraplanning teams

Why Findex?  

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.  

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

PLEASE NOTE:

Only candidates with valid work 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.