Associate

Description:

Elevate your professional journey with this unique career opportunity!

Findex Toowoomba is looking for an Associate to join the Wealth team on a full-time permanent basis. If you're an ambitious individual aspiring to excel as a Financial Adviser and eager to carve a path in Financial Planning, this could be your next step.

Under the mentorship of our Wealth Partner, this role is designed to set an Associate on a pathway to becoming an accomplished Adviser. You will be the point of contact for many client queries and will have the opportunity to take on more independence and autonomy with your own client base as you develop and grow in the role.

What will your typical week look like?

• Proactively communicating with clients to determine how Findex can best meet their needs;
• Support your team members to achieve their growth objectives;
• Coordinate production of Advice documentation following client meetings
• Prepare pre-appointment work and participate in client meetings with Advisers/Partners;
• Look for opportunities to broaden existing client's scope of work within the firm

More about the perks

• We aim to provide flexible schedules, work environments and experiences
• Defined career progression
• Experience to work in a holistic Wealth offering

Let’s talk about you!

You are someone with…..

• A passion for a career as a Financial Adviser
• A FASEA approved degree
• Strong attention to detail and the ability to prioritise your workload
• Excellent communication skills – both written and verbal
• A positive, proactive and results orientated approach to your work

About us

Why Findex?

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.