Job Description
Senior Financial Adviser – Gold Coast
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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.
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What's in it for you?
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Manage a high‐calibre, loyalty-driven client base with potential for expanded responsibilities
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Access advanced financial planning tools and resources to deliver tailored strategies effectively
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Lead complex, meaningful projects that influence clients' financial security long‐term
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Mentor and develop junior staff, shaping the team's future
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Operate within a well‐structured firm committed to compliance, integrity, and results
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Key Responsibilities
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Conduct comprehensive client reviews and develop personalised advice aligned with client goals
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Manage and grow a pipeline by nurturing existing relationships and prospecting new clients
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Drive conversion of prospects into long‐term, fee‐paying clients through strategic engagement
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Support and mentor Financial Planning Assistants and/or associates to uphold quality standards
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Ensure all client documentation and compliance requirements are met precisely and promptly
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Lead initiatives for continuous improvement in advice quality and client service delivery
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What we need from you
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Minimum 4 years' experience as a Financial Adviser with a solid track record
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Proven ability to develop tailored financial strategies and build trust with clients
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Qualified adviser, listed on ASIC Financial Advisers Register, with relevant tertiary qualifications
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Well‐versed in regulatory environments, compliance, and industry best practices
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Experience with financial planning software (preferred but not mandatory)
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Ability to mentor junior team members and support their development
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📌 Senior Financial Advisor (Gold Coast)
🏢 Fuse Recruitment
📍 Gold Coast