Smsf Adviser

Description:

Are you ready to take your SMSF expertise to the next level?

We're looking for a SMSF professional to provide expert advice on SMSF setup, management, and compliance, while delivering strategic tax planning and estate solutions.

You will develop tailored strategies to meet clients' financial goals, ensure full legislative compliance, and work alongside accountants and financial professionals to coordinate comprehensive SMSF services.

If you're passionate about making an impact in SMSF advisory, we want to hear from you!

What will your typical week look like?

• Provide expert advice on SMSF setup, management, and compliance.

• Deliver strategic tax planning advice to maximise tax efficiency within the SMSF framework.

• Advise clients on estate planning issues related to their SMSFs, including beneficiary nominations and succession planning.

• Develop and implement tailored SMSF strategies to meet clients' financial goals.

• Ensure all SMSF activities comply with current legislation and regulatory requirements.

• Collaborate with clients, accountants, and other financial professionals to coordinate SMSF services.

What We Offer:

• Flexible hybrid work arrangement.

• Established referral channel to support business growth.

• Collaborative and supportive team environment.

• Clear career progression path to leadership or partnership.

• Dedicated administrative support and in-house paraplanning, allowing you to focus on client needs.

Let’s talk about you!

• Proven experience in SMSF Advisory or related financial advisory role

• Extensive technical knowledge of SMSF regulations, tax laws, and investment strategies.

• Strong relationship-building, excellent communication, and interpersonal skills, with the ability to work effectively with accountants and advisors, and drive business development.

Let’s talk about our team!

• Work with a collaborate team of Advisers, , Senior Advisers, Managers, and Partners across Australia

• Contribute to making a difference in an emerging service line.

• Access great training and mentoring opportunities.

Why Findex? Writeyournextchapter

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, SMSF, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.

At Findex we are passionate about what we do and how we do it. Are you a big and bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first and embraces teamwork? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?

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.