Financial Adviser | Established Client Book | Melbourne Just posted!
- Manage an established client portfolio.
- Deliver strategic financial advice while maintaining long-term relationships.
- Collaborate with a support team to provide exceptional client experiences.
Manage an established client portfolio. Focus on advice, not business development.
Are you an experienced Financial Adviser looking for a role where you can step into an existing client base and spend more time delivering quality advice?
We're partnering with a well-established and respected financial planning firm in Melbourne seeking an experienced Adviser to take over a portfolio of existing clients. This is an excellent opportunity to join a collaborative team with strong administrative support, allowing you to focus on building trusted client relationships and delivering exceptional outcomes.
What's on offer?
- Established client book
- Work with a varied client base which includes retirees, pre-retirees and high-net-worth (HNW) clients
- Collaborative team environment with dedicated administrative and paraplanning support
- Stable, growing business with genuine long-term career opportunities
- Competitive salary package with an uncapped bonus
- Melbourne-based role with a respected advice practice
About the role
You'll inherit a well-maintained portfolio and become the trusted adviser for an established client base. Working alongside experienced Advisers and a dedicated support team, you'll deliver strategic financial advice while maintaining long-term relationships and ensuring ongoing compliance.
Your responsibilities will include:
- Managing an established portfolio of clients
- Conducting annual reviews and providing ongoing strategic financial advice
- Developing and maintaining strong, long-term client relationships
- Preparing and delivering compliant financial advice
- Working closely with administration and paraplanning teams to provide an exceptional client experience
- Supporting client retention through high-quality service and advice
- Maintaining accurate records and meeting all compliance obligations
About you
To be successful, you'll bring:
- Previous experience as a Financial Adviser managing your own client portfolio
- Strong knowledge of retirement planning, superannuation, wealth management and Centrelink strategies
- Experience working with a diverse client base
- Excellent relationship-building and communication skills
- A client-first approach with a strong focus on delivering quality advice
- Relevant tertiary qualifications and the ability to provide personal financial advice under an Australian Financial Services (AFS) licence
- A collaborative mindset and commitment to professional standards
Apply now
If you're looking for an opportunity to inherit an established client book, join a supportive team and build long-term client relationships, we'd love to hear from you.
For a confidential discussion, contact Selina Moschoyiannis on 0400 627 654.
At Fuse Recruitment, we specialise in Financial Services recruitment and partner with leading advice practices across Australia. If you're considering your next career move, we'd be happy to discuss this and other opportunities.
Know someone who'd be a great fit? Refer them through Fuse Connect Me and receive up to $500 for every successful referral.
Consultant
Selina Moschoyiannis
Principal Consultant
0400 627 654
selina@fuserecruitment.com
https://www.linkedin.com/in/selina-tsiakiris-05b20183/
Reference number: BH-39200-1
Profession:Banking & Financial ServicesFinancial Planning
Company: Fuse Recruitment
Date posted: 8th Sep, 2026
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