Financial Adviser – $180,000 – $200,000 Package - Essendon
Ready to take the next step in your financial advising career? This role offers the chance to inherit an established client book, expand it through proactive business development, and make a real impact within a growing advice business in Essendon.
What’s in it for you?
- Inherit an established client portfolio from day one, providing immediate opportunities to build and deepen relationships.
- Access consistent referral streams through an aligned accounting division, with ongoing pipeline growth.
- Lead and mentor a small but growing team, supported by offshore resources, with scope to help shape the business’s future direction.
- Work in a business committed to your ongoing development, with a clear pathway to future leadership roles.
Key Responsibilities
- Manage and develop an existing client base, delivering tailored financial advice.
- Drive organic growth through targeted business development and relationship-building activities.
- Convert referrals from the accounting division into long-term, trusted clients.
- Contribute to process improvements and growth strategies aligned with business objectives.
What we’re looking for
- Proven track record managing and growing financial advice portfolios.
- Strong business development skills with a “hunter” mentality.
- Ability to generate referrals and convert opportunities into ongoing relationships.
- Comfortable working within a growth-driven environment undergoing transformation.
- Natural leader with experience mentoring support staff.
- Excellent stakeholder engagement, communication, and relationship management skills.
If you're an ambitious Financial Adviser eager to inherit a robust portfolio and play a key role in a forward-thinking business, we want to hear from you.
At Fuse, we specialise in recruitment for the Financial Planning industry and actively source for a broad range of established clients. If you are a Financial Adviser professional looking for your next opportunity, we would love to hear from you. Know someone suitable for this role? Refer them through Fuse Connect Me and earn up to $500 for every successful referral. Sign up here: https://candidate.referec.com/campaign/N5MBB2
