Findex Benefits Overview

Provide risk and insurance support to Financial Advisers using IRESS and XPlan to prepare needs analyses, quotes and comparisons; conduct health, financial and occupational pre-assessments; act as adviser contact on personal insurance matters; ensure compliance with Findex guidelines; maintain technical product knowledge and meet compliance requirements.

The Senior Accountant will prepare financial statements, tax returns, and business reports while ensuring compliance and maintaining client relationships in a hybrid work environment.

As a Business Advisory Manager, you will manage a client portfolio, mentor junior accountants, and provide strategic business advice while ensuring accurate financial reporting and compliance.