Job Description

About the Role

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An exciting opportunity has arisen for an experienced Senior Financial Adviser to join a growing financial services organisation based in Melbourne's North-West.

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This is a key role for an Adviser who is commercially minded, relationship-focused and motivated by the opportunity to build and grow a significant client portfolio.

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You will inherit an established portfolio valued at approximately $400,000-$600,000 in revenue, with the opportunity and expectation to grow this to $1 million+ over time.

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You will work alongside an existing Servicing Adviser, complementing their technical and client servicing capabilities while taking ownership of client relationships, business development and portfolio growth.

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Key Responsibilities

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- Take ownership of an established client portfolio and develop strong, long-term relationships.
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- Grow an existing portfolio from approximately $400k-$600k to $1m+ in revenue.
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- Actively identify and pursue new business and referral opportunities.
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- Develop a strong network of professional referral partners, particularly within the organisation's accounting network.
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- Convert referrals and new opportunities into lasting client relationships.
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- Build a strong personal profile and visibility within the organisation and broader market.
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- Collaborate closely with the existing Servicing Adviser to deliver a high-quality client experience.
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- Provide strategic financial advice tailored to clients' individual circumstances and objectives.
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- Identify opportunities to deepen existing client relationships and expand the overall client proposition.
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- Contribute positively to an organisation undergoing a period of change and growth.
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- Work collaboratively with internal stakeholders across advice, accounting and broader skilled services teams.
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About You

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We are looking for an experienced Financial Adviser who is commercially driven, entrepreneurial and confident in business development.

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You will ideally have:

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- Proven experience as a Financial Adviser, ideally within a private wealth or professional services environment.
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- A demonstrated ability to build and grow a client portfolio.
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- Strong business development and relationship management capabilities.
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- A genuine "hunter" mentality with the drive to generate new opportunities.
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- Experience working with referral networks and professional partners.
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- Strong communication and interpersonal skills.
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- The confidence to build visibility and establish a strong internal and external profile.
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- A collaborative approach and the ability to work effectively alongside a servicing/technical adviser.
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- The resilience and adaptability to operate effectively within an organisation undergoing change.
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- Relevant Australian financial advice qualifications and compliance requirements
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📌 Senior Financial Advisor (Victoria)
🏢 Fuse Recruitment
📍 Victoria