Found Description
Are you an aspiring professional ready to grow? As a Risk Associate at Findex, you’ll work closely with advisers and clients, building strong foundations in risk advice while progressively gaining greater independence. You’ll be a key point of contact for client queries and, as your confidence and capability develop, you’ll take ownership of your own client relationships and portfolio.
You’ll be part of a collaborative, forward-thinking team that values quality advice, professional growth, and long-term careers.
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 risk insurance advice including, estate planning, superannuation and risk insurance
- Prepare pre-appointment work and participate in client meetings with Advisers/Partners
- Ensure advice docum...