Advice Team Lead at Findex

, , Australia -

Full Time

Start Date

Immediate

Expiry Date

15 Jun, 26

Salary

0.0

Posted On

17 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Senior Leadership, Team Leadership, Revenue Growth, Business Development, Client Growth, Cross-selling, Client Management, Stakeholder Management, Coaching, Compliance Discipline, Strategic Mindset, Sales Leadership, Accounting Knowledge, Tax Knowledge, Service Standards, Operational Discipline

Industry

Financial Services

Description

Lead a high-performing team and drive revenue and client growth across our Accounting and tax business. Reporting to the Head of Advice, Accounting and Tax, you will lead the Central region Adviser Services team to deliver consistent, high-quality outcomes for advisers and clients. You will build team capability, strengthen service standards and embed consistent ways of working aligned to our Business Plan priorities, partnering closely across the Findex network. Your role, your contribution!   * Drive sustainable revenue growth through targeted business development and cross-division referrals. * Expand target markets and support pricing discipline, winning new clients and growing existing relationships. * Improve client engagement and retention using agreed digital tools, reporting on measures including NPS. * Lead team delivery performance, ensuring consistent, high-quality client outcomes. * Champion the Client Teams Model (CTM) and strong collaboration across the team * Develop a high-performing team through coaching and clear expectations * Maintain operational and compliance discipline, partnering with Risk and Compliance and applying key policies consistently. The benefits of joining us! * Flexible working arrangements through our flexible working policy * Purchase additional leave to support life commitments and planned breaks. * Performance bonus opportunity, aligned to role outcomes and business performance. * Structured leadership programs and development pathways, with coaching and learning support. * Strong internal networks and support across Findex (Operations, New Business Solutions and People) to help you succeed in the role. * What you bring to the role:   * Proven senior leadership experience, with the ability to inspire others and set clear direction. * Strategic mindset that clarifies vision, aligns priorities, and drives shared purpose and outcomes. * Strong client management capability, including winning new clients, cross-selling service lines * Demonstrated growth and sales leadership across complex teams with multiple service and product lines. * Strong stakeholder management and delivery coordination across teams to achieve end-to-end outcomes. * Public practice accounting knowledge and experience If this role sounds like a good fit - Apply now! Our Impact: Why Findex?  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 over 100 offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security. For the Community - The Findex Community Fund (FCF) 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. For You - At Findex, 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. We actively support our people by giving them extra support to external studies that is relevant to their role.  For our Customers - Together, Findex 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 For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Responsibilities

The role involves leading the Central region Adviser Services team to drive sustainable revenue growth, expand markets, and ensure consistent, high-quality client outcomes across the Accounting and Tax business. Responsibilities include building team capability, strengthening service standards, and maintaining operational and compliance discipline.