Financial Advisor

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Financial Advisor

Fuse Recruitment | Gisborne, 3437, AU

Posted 15 days ago

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Description

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Melton or Gisborne, VIC | $110K–$130K Package + Potential Equity | Full-Time, Office-Based

Our client, a well-established and reputable financial planning firm, is seeking a dedicated and experienced Financial Advisor to join their growing team in either their Melton or Gisborne office. This is a fantastic opportunity for an advisor who is passionate about building long-term relationships and delivering quality advice to a loyal and mature client base.

About the Role
This is a 5-day, office-based role (parking available) offering a stable and supportive environment where you can focus on delivering outstanding advice without the pressure of sales targets. With a strong and growing base of pre-retirees and retirees, the focus will be on superannuation, retirement planning, pensions, and aged care strategies.

The firm values long-term relationships and is offering the potential for equity for the right candidate who aligns with their client-first ethos and long-term vision.

Key Responsibilities

  • Provide high-quality, tailored advice to a client base of mostly retirees and pre-retirees
  • Prepare comprehensive advice documents, including SoAs and ROAs
  • Conduct client reviews and strategy meetings
  • Collaborate with the broader team to deliver seamless client service
  • Maintain compliance with all legislative and professional standards
  • Stay up to date with superannuation, retirement, Centrelink, and aged care regulations
Requirements
  • Minimum 2 years’ experience as a Financial Advisor
  • Completed FASEA Exam
  • Graduate Diploma in Financial Planning (or equivalent)
  • Strong technical knowledge of superannuation, pensions, and aged care
  • Excellent interpersonal and communication skills
  • A genuine passion for helping clients achieve financial peace of mind
  • XPlan experience desirable but not essential
What’s on Offer
  • $110,000 – $130,000 salary package (based on experience)
  • Opportunity for future equity/ownership
  • Work with a long-standing client base with strong referral networks
  • Supportive team culture with strong back-office support
  • Established offices in either Melton or Gisborne
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 on0411 931 034 or send your application to

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!
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Seniority level

  • Seniority level

    Not Applicable

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance

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