Job Description
Grow your career in financial planning with an Associate opportunity at Findex
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If 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.
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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.
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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 identify how Findex can best meet their needs
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Support 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 take part in client meetings with Advisers/Partners
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Ensure advice documents are compliant with industry legislation, regulation, and Findex policies and procedures
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Coordinate production of advice documentation and help prepare SOAs
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The benefits of joining us
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Compressed work fortnight: every second Friday off, with no reduction to your salary or hours
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Career development and progression: mentoring from experienced Advisers and Partners, backed by development programs and further education
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Competitive salary package,



flexible working options, and a range of employee benefits (including wellbeing support and employee discounts)
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Clearly defined career progression with strong growth opportunity, in a role where you can make a real impact in a close regional community
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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 Financial Planning role
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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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Our impact: why Findex?
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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.
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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.
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For you: we focus on developing our people first, with structured training and development opportunities that set you 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 and inclusion: Findex is an equal opportunity employer, committed to creating an inclusive workplace for all employees.
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📌 Associate (Mildura)
🏢 Findex
📍 Mildura