Description Are you an aspiring professional ready to grow? As a Risk Associate at Findex, you’ll work closely with advisers and clients, building strong foundations in risk advice while progressively gaining greater independence. You’ll be a key point of contact for client queries and, as your confidence and capability develop, you’ll take ownership of your own client relationships and portfolio. You’ll be part of a collaborative, forward-thinking team that values quality advice, professional growth, and long-term careers. Your role, your contribution! Proactively communicate with clients and determine how Findex can best meet their needs Assist your Advisers/Partners in providing strategic financial planning and risk insurance advice including, estate planning, superannuation and risk insurance 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! Access to industry leading learning and development designed to accelerate your development Gain exclusive access to some of the Findex Group products and offerings including your yearly tax return and other discounts Confidential Employee Assistance Program available to use Genuine hybrid working arrangements to suit your lifestyle What you will bring to the role: FASEA approved degree Diploma or Advanced Diploma of Financial Planning qualified or equivalent Proven experience in a similar role in Financial Planning & Risk Insurance (Business Risk Insurance advantageous) Strong attention to detail and the ability to prioritise your workload The ability to work and thrive in a team environment 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 90 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 are 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.
