Junior Financial Planner/Professional Year Candidate

About Us

Index Wealth is an established and highly regarded financial planning firm that has been driving consistent growth for over a decade. With a client base of over 6,000 individuals, we specialise in delivering personalised superannuation, investments and personal insurance advice. Our primary mission is to make financial advice more accessible and affordable, to individuals and families who really need it most.

We are seeking a motivated and ambitious individual looking to become a qualified Financial Planner to join our team. If you are a recent financial planning graduate/similar or someone already in the financial planning industry that is looking for the step up into a Financial Planner role and looking for professional growth opportunities, we are the perfect fit for you.

We are actively seeking Professional Year program participants for this role.

At Index Wealth, we believe in investing in our team members, equipping them with the skills and knowledge necessary to thrive in this industry. If you have the drive and determination to excel, we will provide the support you need to achieve your goals.

Qualifications & Experience

• Bachelor's degree in Financial Planning, Commerce, Business, Economics or similar

• Financial Planning industry experience in roles such as paraplanning or client services (preferred but not essential)

• Australian citizenship is required for this position

Tasks & Responsibilities

• Collaborate with a team of experienced professionals to provide personalised financial advice to clients

• Contribute to the creation of high-quality advice solutions tailored to each client's needs

• Manage existing clients and facilitate the onboarding of new clients

• Bring a creative mindset to add value to the company's overall strategy

Benefits

• Receive regular mentoring and support from seasoned industry experts

• Real hands on experience that will help you become a successful Financial Planner

• Thrive in a collaborative culture that fosters growth and learning

• Benefit from consistent opportunities to develop your skills and advance your career

• Enjoy flexible working arrangements that accommodate your personal and professional needs
  

Join the Index Wealth team today and embark on a rewarding journey in the financial planning industry. Take advantage of our investment in your success and seize the opportunity to grow both personally and professionally. Apply now to be part of our dynamic and forward-thinking organisation.