Established Portfolio Financial Adviser: Strategic, Client First Melbourne

Established Portfolio Financial Adviser: Strategic, Client First Melbourne

19 Sep
|
Fuse Recruitment
|
Melbourne

19 Sep

Fuse Recruitment

Melbourne

Fuse Recruitment partners with a well-established financial planning firm in Melbourne seeking an experienced Financial Adviser to take over a portfolio of existing clients. You’ll focus on delivering quality advice with robust admin support and compliance oversight.

Take responsibility for annual reviews, retirement planning, wealth strategies and Centrelink guidance, while building long-term client relationships in a cooperative team setting.
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📌 Established Portfolio Financial Adviser: Strategic, Client First Melbourne
🏢 Fuse Recruitment
📍 Melbourne

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