Senior Financial Adviser – Melbourne Warm leads passed down | Build your own referral network | Established advice business Fuse Recruitment are partnering with a well-established, highly regarded financial advice firm based in Melbourne CBD to recruit a Senior Financial Adviser.
This is a permanent position suited to an adviser who enjoys owning client relationships end-to-end, delivering quality strategic advice, and growing a book through a mix of inbound opportunities and referrals.
The Opportunity Step into a role with warm leads passed down and strong existing momentum Support to develop your own referral networks (accountants, lawyers, internal partnerships, etc.) Join a business with established advice processes, compliant frameworks and solid operational support Long-term career pathway in a stable, professional environment Key Responsibilities Deliver holistic advice (strategy, implementation and ongoing review) Manage and develop long-term client relationships with a strong service focus Work closely with paraplanning and support teams to ensure timely,



high-quality advice delivery Maintain strong documentation standards and adherence to compliance requirements Contribute to growth through both inbound lead conversion and self-generated referrals About You 5+ years' experience as a Financial Adviser (or operating at Senior Adviser level) Strong technical capability and confidence managing advice from initial discovery through to delivery A relationship-driven approach and proven ability to build trust with new and existing clients Commercially minded, with an interest in growing a book over time Next Steps If you are interested in a confidential discussion, please apply or contact: Luke Smith - ****** Fuse Recruitment We appreciate all applications, however only shortlisted candidates will be contacted.
Consultant Luke Smith Recruitment Consultant ****** Reference number: BH-***** Profession:Financial ServicesFinancial Planning Company: Fuse Recruitment Date posted: 5th Nov, ****

📌 Financial Advisor New (Melbourne)
🏢 Fuse Recruitment
📍 Melbourne