Senior Financial Adviser - Grow Your Client Book & Referrals

Fuse Recruitment; Melbourne; On-site; AUD 100,000 - 180,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Relationship-driven

Strong technical capability

Commercial mindset

Job description

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.