This is a Associate role with Findex based in Sydney, NSW, AU Findex Role Seniority - junior More about the Associate role at Findex 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. What will a typical week look like? Proactively communicate with clients and support Advisers/Partners in delivering financial planning and investment advice. Prepare pre-appointment work, attend client meetings, and assist with strategy across superannuation, retirement, estate, and investment planning. Ensure advice documents are compliant with legislation and Findex policies, and coordinate the production of Statements of Advice (SOAs). Why join Findex? 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. Let’s talk about your skills and experience! FASEA approved degree Diploma or Advanced Diploma of Financial Planning qualified or equivalent Interest in achieving or studying towards CFP 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 About our team Highly experienced collaborative team of Advisers, Mentors and Leaders Close knit local team who collaborate and work together Administration support provided through Client Services and internal paraplanning teams Next Steps? Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply. About us: Why Findex? At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become one of Australasia’s leading providers of integrated accounting, advisory, and wealth management solutions, delivering personalised, holistic services through our innovative “Wealth Accountant” and Family Office models. With 2,500 professionals across 100 offices, Findex combines local expertise with global reach. Beyond numbers, we’re committed to making a lasting impact — supporting clients, empowering communities, and helping people grow, protect, and secure their financial future PLEASE NOTE: Only candidates with valid working rights within Australia/New Zealand (in which this position is based) will be considered. 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. Before we jump into the responsibilities of the role. No matter what you come in knowing, you’ll be learning new things all the time and the Findex team will be there to support your growth. Please consider applying even if you don't meet 100% of what’s outlined Key Responsibilities Communicating proactively with clients Preparing for client meetings ✅ Ensuring compliance Key Strengths FASEA approved degree ️ Effective communication Attention to detail Interest in CFP Team collaboration ⏳ Workload prioritisation A Final Note: This is a role with Findex not with Hatch.
