Opportunity Description
Grow your career in financial planning with an Associate opportunity at Findex.
If you are working towards becoming a Financial Adviser and want a clear development pathway, this role could be your next step. At Findex, our people are at the centre of what we do, and we are looking for someone who is client-focused, motivated, and keen to learn.
Please note: This role can be based at our Colac, Geelong or Torquay offices
Your role, your contribution
Working under the mentorship of a Wealth Partner, you will build the skills and experience to progress towards an Adviser role. You will be a key point of contact for client queries and support the advice process, with increasing autonomy and ownership of client relationships over time. An overview of your day-to-day responsibilities follows:
- Proactively communicate with clients and determine how Findex can best meet their needs
- Assist your Advisers/Partners in...