Brisbane, Queensland, Australia · Hybrid
Do you want a role with genuine variety, close client relationships and the flexibility to work where and how suits you? We'd love to hear from you. We are looking for a dedicated Adviser Assistant to support our Financi…
Skills: IRESS, XPlan, Insurance Needs Analysis, Risk Advice, MS Office
Auckland, Auckland, New Zealand · Hybrid
Ready to build your own client base within a supportive, established practice? Keep reading. We're looking for an experienced, senior HR professional with genuine entrepreneurial drive. Someone who wants to actively brin…
Skills: HR Consulting, Business Development, Employment Relations, Client Relationship Management, HR Advisory
Sydney, New South Wales, Australia · Hybrid
AI is reshaping professional services, and few organisations are moving as fast as Findex. We’re hiring an AI & Digital Tools Adoption Lead to own how AI gets used across our client-facing teams, at one of Australasia’s …
Skills: Prompt Engineering, Agent Building, Workflow Automation, Enterprise AI Tools, Change Management
Berri, South Australia, Australia · On-site
We are seeking a proactive and enthusiastic Client Services Officer to join our Accounting & Tax team in Berri. This is a pivotal role suited to a highly motivated professional who takes pride in delivering exceptional c…
Skills: Client Service, Reception Duties, Administrative Support, Tax Return Lodgement, ATO Correspondence
Hybrid
Are you an experienced Senior Accountant who'd rather spend your evenings on the farm, the river or the trail than stuck in traffic? Do you want a career that keeps growing without leaving rural New Zealand behind? Then …
Skills: Financial Statement Production, Income Tax Returns, Management Reporting, Cash Flow Forecasting, Accounting Software Proficiency
Melbourne, Victoria, Australia · Hybrid
We are seeking an FP&A Manager to join our Finance team, supporting Professional Services & Advice across Audit, Advisory & Consulting, Wealth, and Accounting & Tax. This role plays a key part in helping divisional leade…
Skills: Financial Modeling, Variance Analysis, Budgeting, Forecasting, Executive Reporting
Colac, Victoria, Australia · On-site
We are seeking a proactive and enthusiastic Front of House/Client Services Officer to join our Accounting & Tax team in Colac. This is a pivotal role suited to a highly motivated professional who takes pride in deliverin…
Skills: Client Service, Reception Management, Administrative Support, Tax Return Lodgement, ATO Correspondence
Dubbo, New South Wales, Australia · On-site
Are you an external auditor ready to take your career to the next level? Join Crowe Australasia’s high-performing team and work with a dynamic client portfolio in an environment that supports learning, collaboration and …
Skills: External Auditing, Australian Auditing Standards, Australian Accounting Standards, Business Acumen, Team Leadership
Canberra, Australia · On-site
We are seeking a proactive and enthusiastic Client Services Officer to join our Accounting & Tax team in Canberra. This is a pivotal role suited to a highly motivated professional who takes pride in delivering exceptiona…
Skills: Client Service, Administrative Support, Tax Return Lodgement, ATO Correspondence, Data Management
Glen Innes, New South Wales, Australia · On-site
We are seeking a permanent, full-time Client Services Officer to join our Accounting and Business Advisory team in Glen Innes. This is a front-of-house role, where you'll be the welcoming first point of contact for our c…
Skills: Reception Management, Administrative Support, Invoicing, WIP Management, Microsoft Office
Townsville, Queensland, Australia · On-site
Ready to take the lead in delivering exceptional client experiences? Join Findex as a Client Associate, where you’ll coordinate teams, build strong client relationships and drive seamless service delivery. As a Client As…
Skills: Client Relationship Management, Team Leadership, Workflow Coordination, Client Onboarding, Billing Hygiene
Australia · Hybrid
The Opportunity We're looking for a Product Marketing Specialist to join Findex's national Marketing team on a full-time, 12-month maximum-term contract, open to candidates located anywhere across Australia. This is a sp…
Skills: Product Marketing, Go-to-Market Strategy, Value Proposition Development, Market Positioning, Content Development
Nelson City, Nelson, New Zealand · Hybrid
Shape Your Future in a Place You'll Love! Nelson gets more sunshine than almost anywhere in New Zealand. The Abel Tasman is on your doorstep. The pace is different here — and so is the work. We're a growing Accounting an…
Skills: Financial Statement Production, Income Tax Returns, Management Reporting, Cash Flow Forecasting, Tax Liability Planning
Dubbo, New South Wales, Australia · On-site
The Opportunity Findex is seeking an experienced and polished Corporate Receptionist to join our Dubbo office in an onsite, permanent role. This role is open to full-time, or part-time (9am-3pm, Mon-Fri). As the welcomin…
Skills: Customer Service, Corporate Hospitality, Relationship Management, Organizational Skills, Problem Solving
Brisbane, Queensland, Australia · Hybrid
Join our Financial Planning team at Findex as a Client Associate! This is a permanent, full-time position based in Brisbane. The Client Associate is the client facing representative for a small team of Advisers for the p…
Skills: Client Services, Financial Planning Process, Investment Platforms, Relationship Management, Workflow Management
Goondiwindi, Queensland, Australia · On-site
We are looking for a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Goondiwindi. The ideal candidate will be highly motivated, prepared to work in the office full-time, and ready…
Skills: Microsoft Suite, Customer Service, Phone Manner, Written Communication, Verbal Communication
Coffs Harbour, New South Wales, Australia · On-site
Are you a client-focused external audit professional who loves building lasting relationships and delivering audits of the highest quality? At Crowe Australasia, you will join a high-performing team that values excellenc…
Skills: External Audit, Australian Auditing Standards, Australian Accounting Standards, CaseWare Working Papers, Financial Statements
Brisbane, Queensland, Australia · Hybrid
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 investm…
Skills: Financial Planning, Investment Advice, Relationship Management, Stakeholder Management, SMSF Knowledge
Hastings, Hawke's Bay, New Zealand · On-site
Do you like being out on the job? Are you the kind of person who gets things moving, backs their team, and rolls their sleeves up when it counts? Keep reading, this could be your next move. Hunter Ag Services is a busy a…
Skills: Team Leadership, Agricultural Machinery Operation, Cultivation, Spraying, Health and Safety Compliance
Inverell Shire Council, New South Wales, Australia · On-site
Are you an experienced Business Advisory Manager or Senior Manager in public practice ready for a new challenge? Join our Inverell team and enjoy exposure to varied and complex portfolios, supporting SME businesses with …
Skills: Client Portfolio Management, Business Advisory, Financial Statement Review, Tax Compliance, Strategic Business Advice
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Support Financial Advisers by preparing insurance needs analysis, research, and quotes using IRESS and XPlan. Conduct pre-assessments with insurers and ensure risk strategies adhere to company guidelines and compliance requirements.
Requires proven experience in a similar role with in-depth knowledge of the Australian risk market and advanced XPlan skills. Candidates must possess strong communication skills and the ability to manage competing priorities with minimal supervision.
Do you want a role with genuine variety, close client relationships and the flexibility to work where and how suits you? We'd love to hear from you.
We are looking for a dedicated Adviser Assistant to support our Financial Advisers with risk and insurance advice for their clients. This role is open to candidates anywhere
in Australia, with hybrid working and every second Friday off through our flexi Friday arrangement.
Your role, your contribution
Support our Financial Advisers by assisting with strategic risk advice for their clients
Use IRESS and XPlan to prepare insurance needs analysis, research and comparisons, and both cost comparison and recommended insurance quotes
Conduct health, financial and occupational pre-assessments with insurers to determine the best outcome for clients
Be a key point of contact for Advisers on personal insurance matters and educate Advisers on risk and insurance related matters
Ensure risk strategies adhere to the Findex insurance guidelines and advice process manual, completing risk strategy notes to support advice
Maintain up-to-date technical and product knowledge to stay abreast of legislative changes and industry developments, and to meet compliance requirements
The benefits of joining us
Flexi Friday: every second Friday off for genuine work-life balance
Hybrid working, with the flexibility to be based anywhere in Australia
A collaborative, supportive team environment with genuine variety in your day-to-day work
Clearly defined career progression with strong growth opportunity
Competitive salary and a range of corporate benefits
Study and development support to help you grow in your role
What you bring to the role
Proven experience in a similar role, with in-depth knowledge of the Australian risk market
Intermediate to advanced MS Office skills (Word, PowerPoint, Excel)
Advanced knowledge of XPlan
Advanced knowledge of the risk insurance and financial planning process
Strong written and verbal communication, with excellent attention to detail
A collaborative team player with a positive, proactive and results-oriented approach
Able to manage a large WIP and competing priorities, maintain confidentiality, and achieve outcomes with minimal supervision
If this role sounds like a good fit, click apply. 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 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 help our people grow their careers in a way that sets them up for success. We actively support our people with extra funding for external study relevant to their role.
For diversity and inclusion: Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees, and we encourage applications from candidates with a variety of strengths, backgrounds and experiences.
Your Story is Our Business
We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way. For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.
Offices: Level 23, 600 Bourke Street, Melbourne, Victoria 3000, AU · 188 Quay Street, Level 29, Auckland, AUK 1010, NZ · 4/1 Show Place, Level 1, Christchurch, Canterbury 8024, NZ · 57 Willis Street, Level 1, Wellington, WGN 6011, NZ · 35 Grey Street, Level 4, Tauranga, 3110, NZ
Your Story is Our Business
We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way. For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.
Offices: Level 23, 600 Bourke Street, Melbourne, Victoria 3000, AU · 188 Quay Street, Level 29, Auckland, AUK 1010, NZ · 4/1 Show Place, Level 1, Christchurch, Canterbury 8024, NZ · 57 Willis Street, Level 1, Wellington, WGN 6011, NZ · 35 Grey Street, Level 4, Tauranga, 3110, NZ
