Job Description

At Findex, we believe in Dynamic working.

This is our new way of thinking about an agile and flexible global workforce. It places trust in our team members to focus on the output and value of their client work, not the amount of time spent in the office.

Our people drive Findex and we are currently on the hunt for a new generation of talent who are motivated to help drive growth and innovation within our business.

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

Why Findex? #lovewhereyouwork

Looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company and work on something cutting edge? Do you want to be part of a community of likeminded professionals who are revolutionising the way financial services are delivered? Are you quick thinking and ready to push boundaries? 

With offices in more than 100 locations across Australia & New Zealand and a network of more than 3,000 employees, Findex are now seeking a new generation of talent. Are you motivated to help drive growth and innovation for our business? Progress your career and excel in your chosen field?

Look no further. 

Next Steps?

Apply now – we can’t wait to hear from you!
Ballarat, VIC, AU