Established Portfolio Financial Adviser: Strategic, Client First Melbourne (Australia)

Established Portfolio Financial Adviser: Strategic, Client First Melbourne (Australia)

19 Sep
|
Fuse Recruitment
|
Australia

19 Sep

Fuse Recruitment

Australia

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 team-oriented team setting.
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📌 Established Portfolio Financial Adviser: Strategic, Client First Melbourne (Australia)
🏢 Fuse Recruitment
📍 Australia

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