Description:
Join a progressive, client-centric financial services firm that’s changing the way Australians experience financial advice.Our client is a well-established and growing financial services firm providing holistic advice across financial planning, accounting, and lending. They are seeking a qualified and experienced Financial Advisor to join their team in either their Melbourne or Torquay location.
What You'll Be Doing:
- Delivering tailored, high-quality financial advice across superannuation, investments, insurance, and retirement planning
- Building long-term relationships with clients based on trust and transparency
- Working collaboratively with a dynamic team of professionals, including accountants and mortgage brokers
- Supporting clients through key life stages and financial transitions
- Staying across compliance, legislative requirements, and industry best practices
✅ What You’ll Bring:
- Successfully completed the FASEA exam
- Hold a Graduate Diploma in Financial Planning (or equivalent)
- Minimum 2 years' experience working as a Financial Advisor in Australia
- Exceptional interpersonal and communication skills
- A client-first mindset and ethical, compliant approach
- Proven ability to build rapport and deliver value-driven advice
What’s On Offer:
- Flexibility to work from either Melbourne or Torquay , with hybrid working options
- A collaborative, supportive, and modern work environment
- Access to in-house accounting, mortgage broking, and administration support
- Ongoing professional development and career progression pathways
- A growing business with a strong client base and a genuine focus on work-life balance
If you are ready to take the next step in your career and make a positive impact within a dynamic team, we encourage you to apply today.
For a confidential discussion about this opportunity, please call Lachie Young on 0411 931 034 or send your application to lyoung@fuserecruitment.com
At Fuse, we specialise in recruitment for the wealth management industry and actively source for a broad range of established clients. If you are a financial planning or mortgage broking professional looking for your next opportunity, we'd love to hear from you!
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!
#SCR-lachlan-young
#ChooseFuse
6 May 2025;
from:
uworkin.com