Senior Financial Advisor (Gold Coast)

Senior Financial Advisor (Gold Coast)

02 Sep
|
Fuse Recruitment
|
Gold Coast

02 Sep

Fuse Recruitment

Gold Coast

Senior Financial Adviser – Gold Coast
Are you ready to take your advisory career to the next level in a role designed for experienced professionals seeking genuine impact?
This position offers an opportunity to lead high-quality client engagements, contribute to strategic growth, and work within a forward-thinking team.
If you thrive in autonomous environments and want your advice to make a real difference, this role is for you.
What's in it for you?
Manage a high‐calibre, loyalty-driven client base with potential for expanded responsibilities
Access advanced financial planning tools and resources to deliver tailored strategies effectively
Lead complex, meaningful projects that influence clients' financial security long‐term
Mentor and develop junior staff, shaping the team's future
Operate within a well‐structured firm committed to compliance, integrity, and results
Key Responsibilities
Conduct comprehensive client reviews and develop personalised advice aligned with client goals




Manage and grow a pipeline by nurturing existing relationships and prospecting current clients
Drive conversion of prospects into long‐term, fee‐paying clients through strategic engagement
Support and mentor Financial Planning Assistants and/or associates to uphold quality standards
Ensure all client documentation and compliance requirements are met precisely and promptly
Lead initiatives for continuous improvement in advice quality and client service delivery
What we need from you
Minimum 4 years' experience as a Financial Adviser with a strong track record
Proven ability to develop tailored financial strategies and build trust with clients
Qualified adviser, listed on ASIC Financial Advisers Register, with relevant tertiary qualifications
Well‐versed in regulatory environments, compliance, and industry best practices
Experience with financial planning software (preferred but not mandatory)
Ability to mentor junior team members and support their development
#J-*****-Ljbffr

📌 Senior Financial Advisor (Gold Coast)
🏢 Fuse Recruitment
📍 Gold Coast

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