Description Are you driven, ambitious, and ready to make your mark in financial planning? At Findex, we believe our people are our greatest strength, and we’re looking for motivated individuals eager to grow, innovate, and shape their future as a Financial Adviser. This is more than a role — it’s a career pathway, guided by our experienced Wealth Partners, with the opportunity to take ownership of your own client relationships as you progress . Your role, your contribution! Proactively communicate with clients and support Advisers/Partners in delivering financial planning and investment advice Prepare pre-appointment work and attend client meetings Assist with strategy across superannuation, retirement, estate, and investment planning Ensure advice documents are compliant with legislation and Findex policies Coordinate the production of Statements of Advice (SOAs) The benefits of joining us! Career development & mentorship: Learn from highly experienced Advisers and Partners through structured development programs, formal education, and hands-on client experience. Work-life balance: Enjoy every second Friday off with our compressed work fortnight, without sacrificing salary or hours. Collaborative, high-performing team: Work alongside a close-knit local team with strong internal support from Client Services and paraplanning teams. Competitive rewards : Flexible work options, corporate benefits, and a salary that reflects your contribution. What you bring to the role: FASEA approved degree Diploma or Advanced Diploma of Financial Planning qualified or equivalent Ideally you are working towards your Professional Year (PY), or motivated to commence it Proven experience in a similar role in Financial Planning Effective communicator with the drive to thrive in a team environment. Strong attention to detail and the ability to prioritise your workload If this role sounds like a good fit - Apply now! 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. With 2,500 professionals across 100 offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security. For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. For our Customers - Together, Findex and Crowe champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference For You - At Findex, 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. We actively support our people by giving them extra support to external studies that is relevant to their role. For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
