Financial Advisor

Fuse Recruitment; Melbourne; Presencial; AUD 100.000 - 180.000; Tempo integral

Resumo da vaga

Fuse Recruitment partners with a well-established financial advice firm in Melbourne CBD to recruit a Senior Financial Adviser. This permanent role focuses on owning client relationships end-to-end, delivering high-quality strategic advice, and growing a book through inbound leads and referrals.

The opportunity emphasizes warm leads, a strong referral network, and a supportive environment with established processes and growth pathways in a stable firm.

Qualificações

• 5+ years' experience as a Financial Adviser or at Senior Adviser level.
• Ability to manage discovery through to delivery with confidence.
• Proven ability to build trust with new and existing clients.

Responsabilidades

• Deliver holistic financial advice including strategy, implementation and review.
• Develop and nurture long-term client relationships with a service focus.
• Collaborate with paraplanning and support teams to ensure timely, high-quality advice.
• Maintain documentation standards and comply with regulatory requirements.
• Contribute to growth through inbound leads and self-generated referrals.

Conhecimentos

Relationship-driven

Strong technical capability

Commercial mindset

Descrição da vaga

Senior Financial Adviser – Melbourne

Warm leads passed down | Build your own referral network | Established advice business

Fuse Recruitment are partnering with a well-established, highly regarded financial advice firm based in Melbourne CBD to recruit a Senior Financial Adviser. This is a permanent position suited to an adviser who enjoys owning client relationships end-to-end, delivering quality strategic advice, and growing a book through a mix of inbound opportunities and referrals.

The Opportunity

• Step into a role with warm leads passed down and strong existing momentum
• Support to develop your own referral networks (accountants, lawyers, internal partnerships, etc.)
• Join a business with established advice processes, compliant frameworks and strong operational support
• Long-term career pathway in a stable, professional environment

Key Responsibilities

• Deliver holistic advice (strategy, implementation and ongoing review)
• Manage and develop long-term client relationships with a strong service focus
• Work closely with paraplanning and support teams to ensure timely, high-quality advice delivery
• Maintain strong documentation standards and adherence to compliance requirements
• Contribute to growth through both inbound lead conversion and self-generated referrals

About You

• 5+ years' experience as a Financial Adviser (or operating at Senior Adviser level)
• Strong technical capability and confidence managing advice from initial discovery through to delivery
• A relationship-driven approach and proven ability to build trust with new and existing clients
• Commercially minded, with an interest in growing a book over time