Location Melbourne, Australia Sector Financial Services Salary $140,000.00 to $160,000.00 per annum

What's on offer?

- Established client book
- Work with a diverse client base which includes retirees, pre-retirees and high-net-worth (HNW) clients
- Collaborative team environment with dedicated administrative and paraplanning support
- Stable, growing business with genuine long-term career opportunities
- Competitive salary package with an uncapped bonus
- Melbourne-based role with a respected advice practice

About the role

You’ll inherit a well-maintained portfolio and become the trusted adviser for an established client base. Working alongside experienced Advisers and a dedicated support team, you’ll deliver strategic financial advice while maintaining long-term relationships and ensuring ongoing compliance.

Responsibilities

- Managing an established portfolio of clients
- Conducting annual reviews and providing ongoing strategic financial advice
- Developing and maintaining strong, long-term client relationships




- Preparing and delivering compliant financial advice
- Working closely with administration and paraplanning teams to provide an exceptional client experience
- Supporting client retention through high-quality service and advice
- Maintaining accurate records and meeting all compliance obligations

Qualifications

- Previous experience as a Financial Adviser managing your own client portfolio
- Strong knowledge of retirement planning, superannuation, wealth management and Centrelink strategies
- Experience working with a diverse client base
- Excellent relationship-building and communication skills
- A client-first approach with a solid focus on delivering quality advice
- Relevant tertiary qualifications and the ability to provide personal financial advice under an Australian Financial Services (AFS) licence
- A collaborative mindset and commitment to professional standards

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📌 Financial Adviser | Established Client Book | Melbourne
🏢 Fuse Recruitment
📍 Melbourne