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
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Financial Advisor in Melbourne employer: Fuse Recruitment
Join a prestigious wealth management firm in Melbourne's CBD, where you will thrive in a collaborative and innovative environment that prioritises professionalism and client-centred service. As an Experienced Paraplanner, you'll have the opportunity to refine your skills while contributing to the firm's reputation for excellence, all within a supportive culture that encourages career progression and personal growth.
