Financial Planning Associate | Path to Adviser (Canberra)

Financial Planning Associate | Path to Adviser (Canberra)

Canberra Full-Time On-site
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Findex Group Limited in Canberra is seeking an Associate to grow their career in financial planning. You will work under the mentorship of Wealth Partners, building skills toward an Adviser role while supporting client queries and the advice process.

You'll be a key contact for clients and gain increasing autonomy and ownership of relationships over time, with a focus on delivering strategic planning and investment advice in a collaborative team.

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Contact Details:

Findex Group Limited Recruitment Team