Client-Focused Financial Advisor — Servicing Role

FS Recruitment Solutions; City of Melbourne; On-site; AUD 80,000 - 110,000; Full time

Benefits offered by this job

Structured bonus

Professional culture

Established client base

Supportive team

Ongoing development

Job summary

FS Recruitment Solutions in Victoria invites an experienced Financial Adviser to join a well-established, client-focused firm. The role emphasizes servicing existing clients, not chasing new business, with support from Associate Advisers and Client Service Managers to focus on delivering high-quality advice.

You will manage relationships, provide advice across wealth, retirement, superannuation and risk, lead meetings, and ensure compliant SOAs, while contributing to a collaborative culture and

Qualifications

• Must have strong client servicing skills and the ability to translate client goals into a clear financial plan.
• Experience delivering comprehensive financial advice across wealth creation, retirement, superannuation and risk.
• Familiarity with compliance requirements and documentation standards in advisory practices.

Responsibilities

• Managing and servicing an existing portfolio of clients, maintaining strong, long-term relationships.
• Delivering comprehensive financial advice across wealth creation, retirement planning, superannuation and risk strategies.
• Leading client meetings, reviews and strategy discussions with a focus on clarity and value.
• Working closely with Associate Advisers and Client Service Managers to prepare and implement advice.
• Reviewing and refining strategies in line with client objectives, market conditions and legislative changes.
• Maintaining high compliance standards, including oversight of Statements of Advice and documentation.
• Contributing to a collaborative team environment and sharing knowledge across the advice team.

Skills

Client servicing

Financial planning

Compliance

Documentation

Communication

Team collaboration

CRM

Job description

FS Recruitment Solutions in Victoria invites an experienced Financial Adviser to join a well-established, client-focused firm. The role emphasizes servicing existing clients, not chasing new business, with support from Associate Advisers and Client Service Managers to focus on delivering high-quality advice.

You will manage relationships, provide advice across wealth, retirement, superannuation and risk, lead meetings, and ensure compliant SOAs, while contributing to a collaborative culture and