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 varied client base which includes retirees, pre-retirees and high-net-worth (HNW) clients
Collaborative team workplace with dedicated administrative and paraplanning support
Stable, growing business with genuine long-term career opportunities
Market-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 solid, 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 cooperative mindset and commitment to professional standards
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📌 Financial Adviser Established Client Book Melbourne
🏢 Fuse Recruitment
📍 Melbourne