Grow your career in financial planning with an Associate opportunity at FindexIf you're working towards becoming a Financial Adviser and want a clear development pathway, this role could be your next step.
Based in Mildura, you'll join a close-knit 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 contributionAn overview of your day-to-day responsibilities follows:Proactively communicate with clients and identify how Findex can best meet their needsSupport your Advisers/Partners in providing strategic financial planning and investment advice, including investment structures, estate planning, superannuation and retirement planningPrepare pre-appointment work and take part in client meetings with Advisers/PartnersEnsure advice documents are compliant with industry legislation, regulation, and Findex policies and proceduresCoordinate production of advice documentation and help prepare SOAsThe benefits of joining usCompressed work fortnight: every second Friday off, with no reduction to your salary or hoursCareer development and progression: mentoring from experienced Advisers and Partners, backed by development programs and further educationCompetitive salary package, flexible working options,



and a range of employee perks (including wellbeing support and employee discounts)Clearly defined career progression with strong growth opportunity, in a role where you can make a real impact in a close regional communityWhat you bring to the roleFASEA approved degreeDiploma or Advanced Diploma of Financial Planning qualified, or equivalentAn interest in achieving or studying towards CFPProven experience in a similar Financial Planning roleStrong attention to detail and the ability to prioritise your workloadThe ability to work and thrive in a team environmentOur impact: why Findex?
At Findex, we help clients manage, grow, and protect their financial future with confidence.
Since ****, 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 ****, 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.
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📌 Associate (Mildura)
🏢 Findex
📍 Mildura