Financial Adviser at Findex

Perth, Western Australia, Australia -

Full Time

Start Date

Immediate

Expiry Date

13 May, 26

Salary

0.0

Posted On

12 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Advice, Client Relationships, Business Development, Stakeholder Management, SMSF Knowledge, Communication Skills, Commercial Acumen, Proactive Focus

Industry

Financial Services

Description

Are you an experienced Financial Adviser ready to take ownership of a thriving client base and grow your career? We are seeking a Financial Adviser to join our Perth Wealth Management team and help shape the future of our services across Western Australia. With an established foundation and real momentum in the market, this is your opportunity to deepen trusted client relationships, generate new business, and make a real impact. If you’re commercially minded, client-focused, and motivated by growth, this could be your next defining move. Your role, your contribution! Collaborate and communicate with clients to understand their financial objectives Provide strategic financial planning and investment advice Deliver outstanding outcomes for clients while meeting agreed growth and revenue goals. Develop relationships and prospect new opportunities through your strong business development expertise Service, retain and deliver solutions to meet client needs The benefits of joining us! Compressed work fortnight: Enjoy a schedule that gives you every second Friday off, supporting better work-life balance without reducing your salary or hours Work as part of a highly regarded team in a collaborative environment Flexible advice role servicing a diverse client base across the region Competitive salary, flexible work options and more Clearly defined career progression with strong growth opportunity What you bring to the role! Previous experience as a Financial Adviser who has successfully completed the FASEA exam and are on the Adviser register Proven experience providing comprehensive financial advice Exceptional relationship and stakeholder management skills Demonstrated knowledge and experience of SMSF A positive, proactive and result orientated focus with a strong commercial acumen Excellent oral and written communication skills 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 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 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 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 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 Financial Adviser will collaborate with clients to understand their financial objectives and provide strategic financial planning and investment advice. They will also develop relationships and prospect new opportunities while delivering solutions to meet client needs.