Grow your career in financial planning with an Associate opportunity at Findex If you're working towards becoming a Financial Adviser and want a clear development pathway, this role could be your next step.
Based in Canberra, 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.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, versatile working options,



and a range of employee benefits (including wellbeing support and employee discounts)Clearly defined career progression with strong growth opportunityWhat 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 inclusionFindex is an equal opportunity employer, committed to creating an inclusive environment for all employees.
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📌 Associate (Canberra)
🏢 Traction
📍 Canberra