Established Portfolio Financial Adviser: Strategic, Client First Victoria

Established Portfolio Financial Adviser: Strategic, Client First Victoria

19 Sep
|
Fuse Recruitment
|
Victoria

19 Sep

Fuse Recruitment

Victoria

Job Description

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 solid admin support and compliance oversight.

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Take responsibility for annual reviews, retirement planning, wealth strategies and Centrelink guidance, while building long-term client relationships in a cooperative team setting.

📌 Established Portfolio Financial Adviser: Strategic, Client First Victoria
🏢 Fuse Recruitment
📍 Victoria

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