Fuse Recruitment are actively recruiting for an experienced Financial Adviser to join a growing business in Newcastle. As a key member of the team, you'll be responsible for managing and maintaining relationships with an existing portfolio of clients, providing high-quality holistic financial advice, and developing compliant financial strategies tailored to individuals' circumstances.
Salary Range/BenefitsHighly competitive salaryJob security with a well-established and respected National firmProfessional, supportive and friendly culture, where staff are truly valuedFree parkingKey Responsibilities and RequirementsManage and maintain relationships with an existing portfolio of clientsProvide high-quality holistic financial advice to clientsDevelop compliant financial strategies tailored to individuals' circumstancesWork with the paraplanning team to ensure SOA's are professionally and compliantly presentedMinimum 5 years' experience as a Financial AdviserRelevant degree in finance, commerce, or a related field (FASEA-approved qualifications preferred)Proven success in managing and retaining a book of clientsStrong technical knowledge across financial planning strategies, investments, and complianceExceptional communication and interpersonal skillsCurrent ASIC Adviser Registration and ability to meet ongoing compliance requirementsIf you think this could be the role for you then please apply now! Or, if you have any questions please contact Ryan Goulbourn from Fuse Recruitment on 0396768321 or ******.
At Fuse, we specialise in recruitment for Wealth Management industry and actively source for a broad range of established clients. If you are a Financial Adviser professional looking for your next opportunity, we'd love to hear from you!
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