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 strong, 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
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 robust 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