Job Description
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 cooperative team with strong administrative support, allowing you to focus on building trusted client relationships and delivering exceptional outcomes.
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What's on offer?
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Established client book
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Work with a varied client base which includes retirees, pre-retirees and high-net-worth (HNW) clients
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Collaborative team environment with dedicated administrative and paraplanning support
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Stable, growing business with genuine long-term career opportunities
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Competitive salary package with an uncapped bonus
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Melbourne-based role with a respected advice practice
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About the role
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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.
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Your responsibilities will include:
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Managing an established portfolio of clients
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Conducting annual reviews and providing ongoing strategic financial advice
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Developing and maintaining strong, long-term client relationships
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Preparing and delivering compliant financial advice
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Working closely with administration and paraplanning teams to provide an exceptional client experience
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Supporting client retention through high-quality service and advice
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Maintaining accurate records and meeting all compliance obligations
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About you
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To be successful, you'll bring:
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Previous experience as a Financial Adviser managing your own client portfolio
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Strong knowledge of retirement planning, superannuation, wealth management and Centrelink strategies
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Experience working with a diverse client base
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Excellent relationship-building and communication skills
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A client-first approach with a strong focus on delivering quality advice
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Relevant tertiary qualifications and the ability to provide personal financial advice under an Australian Financial Services (AFS) licence
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A collaborative mindset and commitment to professional standards
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📌 Financial Adviser | Established Client Book | Melbourne (Victoria)
🏢 Fuse Recruitment
📍 Victoria