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Business Solutions Partner

Findex Sydney, Australia
Posted 13 days ago Permanent Competitive
Business Solutions Partner
Job Description

  • Are you a person with a good head for numbers who prefers the client side?
  • Do you thrive on connecting with clients and providing meaningful solutions?
  • Do you enjoy working collaboratively and enjoy unlocking further accounting opportunities?

If you answered yes to the above, we'd love to share more details with you!

Take your career in a new direction!

We are seeking a dynamic Business Solutions Partner to join our Accounting and Tax business who excels at meeting new clients and enjoys the initial discovery phase. This role emphasises collaboration and allows you to focus on what you do best: being in front of clients.

This role is a national position, allowing you the flexibility to work from any of our 90+ Australian offices as well as from home.

What will your typical week look like?
  • Lead the key client discovery meetings - understanding the needs of the client, diagnosing their unmet needs and connecting them to Accounting and Tax teams
  • Oversee the entire process from initial lead assessment to finalising deals, while maintaining and tracking your progress towards established goals
  • Connect with experts within Findex Accounting and Tax teams to provide solutions to the clients needs, prepare proposals and sign client agreements.
  • Develop a network of trusted Findex Accountants and Findex Wealth Advisers and Wealth Solutions Partners.
  • Act as a business partner to them, building high levels of professional credibility and mutual trust.

Benefits on offer
  • A competitive salary package with uncapped earning potential
  • Opportunities for career advancement within our growing business
  • Work with an experienced, supportive team of colleagues and Leaders
  • Flexibility to shape your workday, with options to work from home or the office
  • A supportive and collaborative work environment
  • The freedom to focus on client interactions without the administrative burden

Let's talk about you!
  • Passionate about meeting new clients and helping them achieve financial success
  • Experience working in Chartered Accounting business with an accounting qualification ideally
  • A true collaborator with exceptional relationship and stakeholder management skills
  • Top-notch business development skills combined with a drive for growth
  • Strong commercial and financial acumen
  • Ability to travel to Findex offices within the region

Why Findex? writeyournextchapter

We're focused on meeting the needs of businesses and individuals within them, through a collaborative approach to Financial Services. We pride our self on an integrated service offering that includes an accounting, wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.

Next steps?

Apply now - we can't wait to hear from you! Please note, you will be directed to our careers page to apply.
Job ID  300000260717465
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