Associate

Findex; Melbourne; On-site; AUD 60,000 - 90,000; Full time

Job summary

Findex in Melbourne is seeking an ambitious Financial Adviser Associate to start a path toward becoming a fully qualified Adviser. Based in Melbourne, you will work under the Wealth Partner, managing client queries and gradually taking on independent client work as you develop.

You will assist advisers with strategic financial planning, investment structures, estate and retirement planning, and prepare pre-appointment work while ensuring compliance with legislation and Findex policies.

Qualifications

• FASEA approved degree required.
• Diploma or Advanced Diploma of Financial Planning, or equivalent.
• Interest in achieving CFP.
• Proven experience in a similar Financial Planning role.

Responsibilities

• Proactively communicate with clients and determine how Findex can best meet their needs.
• Assist Advisers/Partners in providing strategic financial planning and investment advice, including investment structures, estate planning, superannuation and retirement planning.
• Prepare pre-appointment work and participate in client meetings with Advisers/Partners.
• Ensure advice documents are compliant with industry legislation and Findex policies; coordinate production of advice documentation and support the preparation of SOAs.

Skills

Financial planning

Investment advice

Estate planning

Superannuation & retirement planning

Education

FASEA approved degree

Diploma or Advanced Diploma of Financial Planning

Job description

If you're an ambitious individual based in Melbourne and aspiring to excel as a Financial Adviser and eager to carve a path in Financial Planning, this could be your next step.

At the heart of Findex are our exceptional individuals, and we're actively seeking the next wave of talented professionals who are passionate about steering growth and fostering innovation within our organisation.

Under the mentorship of our Wealth Partner, this role is designed to set an Associate on a pathway to becoming an accomplished Adviser. You will be the point of contact for many client queries and will have the opportunity to take on more independence and autonomy with your own client base as you develop and grow in the role.

Your role, your contribution!

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

The benefits of joining us!

• Compressed work fortnight: every second Friday off, with no reduction to your salary or hours
• Career development and progression: mentoring from experienced Advisers and Partners, backed by development programs and further education
• Competitive salary package, flexible working options, and a range of employee benefits (including wellbeing support and employee discounts)
• Clearly defined career progression with strong growth opportunity

What you bring to the role

• FASEA approved degree
• Diploma or Advanced Diploma of Financial Planning, or equivalent
• An interest in achieving, or already studying towards, CFP
• Proven experience in a similar Financial Planning role

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 90+ 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 and 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.