Associate

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. Based in Brisbane, you'll join a team where 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. 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. Your role, your contribution: 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 and 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...