Senior Financial Adviser - Established Book, Flexible Hours

Traction; Adelaide; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Compressed work fortnight

Established client book

Collaborative environment

Flexible advice role

Competitive salary

Flexible work options

Career progression

Job summary

Findex is seeking a motivated Financial Adviser to join our Adelaide team. You will manage an established client portfolio, delivering strategic financial planning and investment advice tailored to diverse needs across the region.

We value client-focused professionals with exceptional relationship skills, ASIC registration, and SMSF knowledge. This role offers a compressed fortnight, autonomy within a supportive team, and clear career progression.

Qualifications

• Previous experience as a Financial Adviser who has successfully completed the Financial Adviser Exam and are currently registered on the ASIC Financial Advisers Register
• Proven experience providing comprehensive financial advice
• Exceptional relationship and stakeholder management skills
• SMSF knowledge an advantage
• A positive, proactive and result orientated focus with a strong commercial acumen
• Excellent oral and written communication skills

Responsibilities

• Understand and assess client needs through meaningful, ongoing relationships
• Deliver strategic financial planning and investment advice tailored to individual goals
• Identify and develop new client opportunities across Adelaide and the region
• Meet agreed growth and revenue targets while delivering outstanding client outcomes
• Service and retain your client base by providing solutions that meet their evolving needs

Job description

Findex is seeking a motivated Financial Adviser to join our Adelaide team. You will manage an established client portfolio, delivering strategic financial planning and investment advice tailored to diverse needs across the region.

We value client-focused professionals with exceptional relationship skills, ASIC registration, and SMSF knowledge. This role offers a compressed fortnight, autonomy within a supportive team, and clear career progression.