Manage an established client portfolio. Focus on advice, not business development. Are you an experienced Financial Adviser looking for a role where you can step into an existing client base and spend more time delivering quality advice? We're partnering with a well-established and respected financial planning firm in Melbourne seeking an experienced Adviser to take over a portfolio of existing clients. This is an excellent opportunity to join a collaborative team with strong administrative support, allowing you to focus on building trusted client relationships and delivering exceptional outcomes.

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 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.

Your responsibilities will include:

- Managing an established portfolio of clients
- Conducting annual reviews and providing ongoing strategic financial advice
- Developing and maintaining robust, 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

About you

To be successful, you'll bring:

- Previous experience as a Financial Adviser managing your own client portfolio
- Solid 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 strong 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