Job Description
Full job description
Exceptional opportunity to inherit a well-established, diverse client book in the Sydney area. This role strikes the perfect balance between client engagement and team collaboration, allowing you to work closely with our team of Accountants.
Are you an experienced, motivated Financial Adviser ready to take the next step in your career?
We are offering an exceptional opportunity to inherit a well-established, diverse client book in the Sydney area. This role strikes the perfect balance between client engagement and team collaboration, allowing you to work closely with a highly experienced Financial Planning team, while also connecting and engaging with our local inhouse team of Accountants.
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!
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
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 experience providing comprehensive financial advice
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 internal paraplanning teams
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, 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.
Return to Search Resul
Exceptional opportunity to inherit a well-established, diverse client book in the Sydney area. This role strikes the perfect balance between client engagement and team collaboration, allowing you to work closely with our team of Accountants.
Are you an experienced, motivated Financial Adviser ready to take the next step in your career?
We are offering an exceptional opportunity to inherit a well-established, diverse client book in the Sydney area. This role strikes the perfect balance between client engagement and team collaboration, allowing you to work closely with a highly experienced Financial Planning team, while also connecting and engaging with our local inhouse team of Accountants.
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!
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
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 experience providing comprehensive financial advice
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 internal paraplanning teams
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, 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.
Return to Search Resul
💡 Quick Summary
Seeking a career-building opportunity? The Senior Financial Adviser position is now open for candidates interested in the Accountant Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
