Job Description

Do you want a role with genuine variety, close client relationships and the flexibility to work where and how suits you? We'd love to hear from you.

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We are looking for a dedicated Adviser Assistant to support our Financial Advisers with risk and insurance advice for their clients. This role is open to candidates anywhere

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in Australia, with hybrid working and every second Friday off through our flexi Friday arrangement.

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Your role, your contribution

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- Support our Financial Advisers by assisting with strategic risk advice for their clients
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- Use IRESS and XPlan to prepare insurance needs analysis, research and comparisons, and both cost comparison and recommended insurance quotes
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- Conduct health, financial and occupational pre-assessments with insurers to determine the best outcome for clients
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- Be a key point of contact for Advisers on personal insurance matters and educate Advisers on risk and insurance related matters
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- Ensure risk strategies adhere to the Findex insurance guidelines and advice process manual, completing risk strategy notes to support advice
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- Maintain up-to-date technical and product knowledge to stay abreast of legislative changes and industry developments, and to meet compliance requirements
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The benefits of joining us

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- Flexi Friday: every second Friday off for genuine work-life balance
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- Hybrid working, with the flexibility to be based anywhere in Australia
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- A collaborative, supportive team setting with genuine variety in your day-to-day work
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- Clearly defined career progression with strong growth opportunity
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- Competitive salary and a range of corporate benefits
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- Study and development support to help you grow in your role
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What you bring to the role

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- Proven experience in a similar role, with in-depth knowledge of the Australian risk market
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- Intermediate to advanced MS Office skills (Word, PowerPoint, Excel)
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- Advanced knowledge of XPlan
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- Advanced knowledge of the risk insurance and financial planning process




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- Strong written and verbal communication, with excellent attention to detail
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- A collaborative team player with a positive, proactive and results-oriented approach
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- Able to manage a large WIP and competing priorities, maintain confidentiality, and achieve outcomes with minimal supervision
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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. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.

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For the community: the Findex Community Fund 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.

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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.

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For you: at Findex, we focus on developing our people first. With structured training and development opportunities, we help our people grow their careers in a way that sets them up for success. We actively support our people with extra funding for external study relevant to their role.

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For diversity and inclusion: Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive workplace for all employees, and we encourage applications from candidates with a variety of strengths, backgrounds and experiences.

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📌 Adviser Assistant (Risk) (Queensland)
🏢 Findex
📍 Queensland