Financial Adviser

Are you a motivated, client-focused Financial Adviser ready to step into an established client portfolio and make it your own? We're seeking an experienced professional to provide strategic financial planning and investment advice to a diverse client base across Adelaide and the surrounding region.

If you enjoy delivering results, building strong client relationships and making a real impact, this is the role for you!

Your role, your contribution!

• 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

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 
• Hit the ground running with an established client book — no cold starts, just meaningful relationships to build on from day one
• 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 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

If this role sounds like a good fit – click on the apply button! We look forward to hearing from you.

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.