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 Prospect
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 strong 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
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