Job Description

Grow your career in financial planning with an Associate opportunity at Findex.

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If you are working towards becoming a Financial Adviser and want a clear development pathway, this role could be your next step. Based in Brisbane, you'll join a team where our people are at the centre of what we do — and we are looking for someone who is client-focused, motivated, and keen to learn.

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Working under the mentorship of a Wealth Partner, you will build the skills and experience to progress towards an Adviser role. You will be a key point of contact for client queries and support the advice process, with increasing autonomy and ownership of client relationships over time.

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Your role, your contribution

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An overview of your day-to-day responsibilities follows:

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- Proactively communicate with clients and determine how Findex can best meet their needs
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- Assist your Advisers/Partners in providing strategic financial planning and investment advice including, investment structures, estate planning, superannuation and retirement planning
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- Prepare pre-appointment work and participate in client meetings with Advisers/Partners
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- Ensure advice documents are compliant, in line with industry legislation, regulation, and Findex policies and procedures
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- Coordinate production of Advice documentation and support to prepare SOAs
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The benefits of joining us

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- Compressed work fortnight: Enjoy a schedule that gives you every second Friday off, supporting better work-life balance without reducing your salary or hours
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- Career development and progression: Mentoring from experienced Advisers and Partners, supported by development programs and further education.
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- Market-competitive salary package, flexible working options,



and access to a range of employee benefits (including wellbeing support and employee discounts).
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- Clearly defined career progression with strong growth opportunity
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What you bring to the role

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- FASEA approved degree
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- Diploma or Advanced Diploma of Financial Planning qualified or equivalent
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- An interest in achieving or studying towards CFP
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- Proven experience in a similar role in Financial Planning
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- Strong attention to detail and the ability to prioritise your workload
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- The ability to work and thrive in a team environment
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Next Steps?

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Apply now – we can't wait to hear from you! Please note, you will be directed to our careers page to apply.

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Our Impact: Why Findex?

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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.

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- For the Community: The Findex Community Fund (FCF) is dedicated to giving back. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand.
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- For You: 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.
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- 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.
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- For Diversity & Inclusion: Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.
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📌 Associate (Queensland)
🏢 Findex
📍 Queensland