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 4,000 individuals, we specialise in delivering personalised superannuation, investments and personal insurance advice. Our primary mission is to guide our clients towards a better understanding of their financial aspirations, enabling them to make smart and confident decisions.

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 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.