Associate
- Support Financial Advisers with client queries, meetings and strategic financial planning across investments, superannuation, estate planning and retirement.
- Prepare pre-appointment work and advice documentation, including Statements of Advice, while ensuring compliance with relevant legislation and policies.
- Develop towards an Adviser role through mentoring, further education and growing responsibility for client relationships.
If you're working towards becoming a Financial Adviser and want a clear development pathway, this role could be your next step. Based in Townsville, you'll join a team that puts people at the heart of what we do — and we're looking for someone client-focused, motivated, and keen to learn.
Working under the mentorship of our Wealth Partners, you'll build the skills and experience to progress towards an Adviser role. You'll 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 identify how Findex can best meet their needs
- Support 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 take part in client meetings with Advisers/Partners
- Ensure advice documents are compliant with industry legislation, regulation, and Findex policies and procedures
- Coordinate production of advice documentation and help prepare SOAs
The benefits of joining us
- Compressed work fortnight: every second Friday off, with no reduction to your salary or hours
- Career development and progression: mentoring from experienced Advisers and Partners, backed by development programs and further education
- Competitive salary package, flexible working options, and 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 or equivalent
- An interest in achieving or studying towards CFP
- Proven experience in a similar Financial Planning role
- Strong attention to detail and the ability to prioritise your workload
- The ability to work and thrive in a team environment
Next steps? Ready to take the next step? Apply now — we'd love to hear from you.
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've 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 that set you 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 and inclusion: Findex is an equal opportunity employer, committed to creating an inclusive environment for all employees.
We vet all employer accounts and do our best to keep job ads safe, but scams can still occur. Be cautious when sharing personal information — never provide financial details or make payments during the application process. For extra security, use the Apply button on our site when proceeding.
Skills
0 of 13 matchedLicenses & certifications
0 of 2 matchedFindex