Associate Financial Planner

About our client

An expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus.

This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.

Role description

Work closely with an existing partner of the firm to develop and fine-tune your Financial Planning skills and offer long-term advice to clients.
Inherit high quality and value client portfolio.

Requirements

Will suit a Junior Financial Planner or Associate Financial Planner.
Level 4 diploma with goal of becoming Level 6 / chartered.
An appreciation for cash flow and goals focused financial planning.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.