Senior Financial Adviser – MelbourneWarm leads passed down | Build your own referral network | Established advice businessFuse 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 OpportunityStep into a role with warm leads passed down and strong existing momentumSupport to develop your own referral networks (accountants, lawyers, internal partnerships, etc.)Join a business with established advice processes, compliant frameworks and strong operational supportLong-term career pathway in a stable, professional environmentKey ResponsibilitiesDeliver holistic advice (strategy,
implementation and ongoing review)Manage and develop long-term client relationships with a strong service focusWork closely with paraplanning and support teams to ensure timely, high-quality advice deliveryMaintain robust documentation standards and adherence to compliance requirementsContribute to growth through both inbound lead conversion and self-generated referralsAbout You5+ years' experience as a Financial Adviser (or operating at Senior Adviser level)Robust technical capability and confidence managing advice from initial discovery through to deliveryA relationship-driven approach and proven ability to build trust with new and existing clientsCommercially minded, with an interest in growing a book over time
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