Job 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 providing strategic financial planning an/////d investment advice including, investment structures, estate planning, superannuation and retirement planning
• Prepare pre-appointment work and participate in client meetings with Advisers/Partners
• Ensure advice documents are compliant, in line with industry legislation, regulation, and Findex policies and procedures

• Coordinate production of Advice documentation and support to prepare SOAs

The benefits of joining us

• Compressed work fortnight: Enjoy a schedule that gives you every second Friday off, supporting better work-life balance without reducing your salary or hours
• Career development and progression: Mentoring from experienced Advisers and Partners, supported by development programs and further education.
• Competitive salary package, flexible working options, and access to a range of employee benefits (including wellbeing support and employee discounts).
• Clearly defined career progression with strong growth opportunity

What you bring to the role

• FASEA approved degree
• Diploma or Advanced Diploma of Financial Planning qualified or equivalent
• An interest in achieving or studying towards CFP
• Proven experience in a similar role in Financial Planning
• Strong attention to detail and the ability to prioritise your workload
• The ability to work and thrive in a team environment

Next Steps? Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.

Our Impact: Why Findex?

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models.

• For the Community: The Findex Community Fund (FCF) is dedicated to giving back. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand.
• For You: We focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success.
• For our Customers: We champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services.
• For Diversity & Inclusion: Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.