Associate

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

Benefits offered by this job

Compressed work fortnight

Career development programs

Competitive salary package

Flexible working options

Wellbeing support

Job summary

Findex in Townsville is seeking a motivated Financial Adviser-in-training to join our client-focused team. You will work under Wealth Partners, building skills and experience toward an Adviser role while supporting the advice process and client relationships.

Responsibilities include pre-appointment work, assisting Advisers with strategic planning, and ensuring documents comply with industry rules. This role offers mentorship, development programs, and a clear path to progression within the

Qualifications

• FASEA approved degree or equivalent required or in progress.
• Interest in achieving CFP designation or studying towards CFP.
• Proven experience in a similar Financial Planning role.
• Strong attention to detail and ability to prioritise workload.
• Ability to work effectively in a team environment.

Responsibilities

• Proactively communicate with clients and identify how Findex can best meet their needs.
• Support Advisers/Partners in providing strategic financial planning and investment advice.
• Prepare pre-appointment work and take part in client meetings with Advisers/Partners.
• Ensure advice documents are compliant with industry legislation, regulation, and Findex policies.
• Coordinate production of advice documentation and help prepare SOAs.

Skills

Client-focused

Financial planning experience

Attention to detail

Team work

Communication skills

Education

FASEA approved degree or equivalent

Interest in CFP pursuit

Job description

If you're working towards becoming a Financial Adviser and want a clear development pathway, this role could be your next step. Based in Townsville, you'll join a team that puts people at the heart of what we do — and we're looking for someone client-focused, motivated, and keen to learn.

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.

Your role, your contribution

An overview of your day-to-day responsibilities follows:

• Proactively communicate with clients and identify how Findex can best meet their needs
• Support 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 take part in client meetings with Advisers/Partners
• Ensure advice documents are compliant with industry legislation, regulation, and Findex policies and procedures
• Coordinate production of advice documentation and help prepare 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 or equivalent
• An interest in achieving or studying towards CFP
• Proven experience in a similar Financial Planning role
• Strong attention to detail and the ability to prioritise your workload
• The ability to work and thrive in a team environment

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.

• For the community: the Findex Community Fund (FCF) is dedicated to giving back. Since 2018, we've donated over $4.3 million to more than 800 charities across Australia and New Zealand.
• For you: we focus on developing our people first, with structured training and development opportunities that set you up for success.
• 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.
• For diversity and inclusion: Findex is an equal opportunity employer, committed to creating an inclusive environment for all employees.