Job Description:
About Us:
Fuse Recruitment is a specialist recruitment agency for the wealth management industry.
We source high-quality candidates for our established clients, including financial planning and mortgage broking professionals.
Job Overview:
We are seeking a Financial Advisor to join our team.
Key Responsibilities:
* Manage a portfolio of existing clients and provide tailored financial advice.
* Develop and implement strategies to attract and retain new clients.
* Conduct regular client meetings to review and address financial needs.
* Stay up-to-date on financial regulations and market trends to provide informed advice.
* Collaborate with a team to ensure exceptional service delivery.
Requirements:
* Completed Professional Year (PY) and a minimum of 1–2 years' experience as an Associate Financial Advisor.
* Strong interpersonal and communication skills to effectively engage with clients.
* Proven ability to build and maintain client relationships.
* Self-motivated with a drive to grow a personal client portfolio.
* Proficiency in financial planning software and tools.
What We Offer:
* A competitive salary with performance-based bonuses.
* Flexibility to work from our office or referral partners' locations.
* Growth opportunities to develop your own client base while supporting existing relationships.
* A supportive team environment with ongoing training and professional development.
* Access to a wide range of resources to help you build strong client relationships.