Wealth Management Recruitment

Trusted by many wealth management businesses across Australia, Fuse Recruitment provides full-site talent management solutions with our clients’ specific needs in mind.

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Fuse Recruitment is trusted by top Australian companies

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Our partnership approach to recruitment

Wealth management recruitment

We provide services to a range of sectors, including Superannuation, Financial Planning, Mortgage Broking, and more.

Fuse’s dedicated team of wealth management recruitment specialists are committed to forming strong partnerships with our clients and candidates. Much like the wealth management industry, we take time to understand the unique requirements of our clients to ensure they receive tailored solutions which are clearly aligned with their goals.

View our capability information within the financial services and wealth management industry:

Contact us about wealth management recruitment
Contact us about wealth management recruitment
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What is your industry?

Roles we commonly recruit

  • Accounts
  • IT Support
  • Administration
  • Mortgage Broking Assistant
  • Human Resources
  • Marketing
  • Customer Service Representative
  • Payroll
  • Client Services Officer
  • Financial Advisor
  • Loan Processor
  • Associate Advisor
  • Paraplanner
  • Mortgage Broker
  • Financial Planner
  • Superannuation Specialist
  • Risk Advisor
  • SMSF Advisor
  • Senior Financial Planner
  • Senior Mortgage Broker
  • Practice Manager
  • Mortgage Broking Team Leader
  • Financial Planning Team Leader
  • Chief Financial Officer
  • Director
  • Senior Business Analyst
  • Head of Financial Planning
  • Head of Mortgage Broking
  • Chief Executive Officer
  • Operations Manager
  • State Manager
  • Human Resources Business Partner
  • Head of People & Culture

Meet our top wealth management talent

Client Development Manager

$150k + Super Victoria Permanent / Full Time

With over 15 years of financial planning experience, including leadership roles at Minas Financial Group, this candidate excels in delivering evidence-based advice, cultivating client relationships, and fostering high-performing teams.

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Senior Financial Planner

$160k Melbourne Permanent / Full Time

Decade of Superannuation and Financial Advice expertise, coupled with academic achievements, ready to drive innovation in your organisation.

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Financial Planner

$130k Melbourne Permanent / Full Time

Experienced advisor with over two decades of unparalleled expertise in Holistic and Risk Advice, offering comprehensive guidance and strong compliance background.

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Financial Planner

$130k Melbourne Permanent / Full Time

Experienced Financial Planner with a decade of proven revenue generation exceeding $150k and proficiency in client service, paraplanning, and business development.

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Bachelor of Business Graduate

$50k Brisbane Graduate

Queensland University of Technology Bachelor of Business in Economics graduate with hands-on experience as a Business Consultant for South Bank Corporation and Financial Assistant in China.

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Bachelor of Business Graduate

$75k New South Wales Graduate

Experienced in customer service and sales at Telstra, with a track record of excelling in target-driven environments, complemented by a degree in Applied Finance and Marketing from Western Sydney University, eager to transition into Wealth Management.

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Bachelor of Economics Graduate

$70k New South Wales Graduate

High-achieving individual with an outstanding ATAR score and successful tenure as an Account Coordinator at Madden Assoc., showcasing dedication to excellence and multiple university awards, eager to transition into the Wealth Management Industry.

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Bachelor of Business/Bachelor of Science Graduate

$75k New South Wales Graduate

Expected 2024 graduate with experience as a Consultant in Governance, Risk, and Compliance at KPMG and Customer Service Officer at Link Group, bringing a diverse skill set in Finance and Chemistry.

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Bachelor of Finance Graduate

$55k New South Wales Graduate

University of NSW Master of Marketing graduate with hands-on internship experience in marketing operations and human resources, coupled with community involvement.

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Master of Business Administration International Graduate

$70k Melbourne Graduate

Deakin University MBA International (Finance) graduate with finance experience at NAB and KPMG, coupled with a Bachelor of Commerce in Marketing, bringing a blend of financial expertise and strategic marketing acumen.

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Bachelor of Commerce Graduate

$70k Melbourne Graduate

Highly skilled Bachelor of Commerce graduate with internship experience at Castrol and extensive tutoring background in statistics.

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Bachelor of Commerce Graduate

$65k Melbourne Graduate

Bachelor of Commerce graduate specialising in Management and Finance from the University of Melbourne, showcasing sales expertise and professionalism honed through roles at Target and Reading Cinemas.

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Bachelor of Commerce Graduate

$60k + Super New South Wales Graduate

Bachelor of Commerce graduate from Macquarie University with diverse experience in delivery, cashiering, and food service roles, showcasing adaptability, resilience, and strong communication skills, eager to transition into insurance and wealth management.

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Bachelor of Business Admin Graduate

$65k Melbourne Graduate

Master of Finance holder from the University of Tasmania with extensive experience as a Financial Controller and successful ventures in Stock Trading, offering diverse financial expertise and entrepreneurial acumen.

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Bachelor of Commerce Graduate

$60k + Super New South Wales Graduate

A driven Bachelor of Commerce graduate with Account Manager experience at Vodafone, showcasing strong presentation and communication skills.

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Bachelor of Commerce Graduate

$55k New South Wales Graduate

With a Bachelor of Commerce in International Business from Macquarie University, customer service roles at YOCHI and Yayoi, and internship at Fintax Group, this candidate offers a diverse skill set and practical experience.

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Bachelor of Commerce Graduate

$60k Melbourne Graduate

With a Bachelor of Commerce from Monash University, internship experience at AETOS Capital Group, and volunteering as an investment analyst for the Monash Student Managed Fund, this candidate brings a well-rounded background in finance.

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Bachelor of Commerce Graduate

$60k Melbourne Graduate

With a Bachelor of Commerce from Monash University and current employment at Siemens Healthineers as a Data Analyst, this candidate brings analytical prowess, polished communication, and industry experience.

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Bachelor of Commerce Graduate

$65k + Super Melbourne Graduate

With a Bachelor of Commerce in Finance and Marketing from Melbourne University, this candidate brings a unique blend of financial acumen, marketing expertise, and articulate communication skills honed through 4 years of customer service roles.

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Mortgage Broker

$90k + Super + Comms Gold coast Permanent / Full Time

Experienced professional in broking, lending, and real estate, settling 4-5 million monthly in residential home loans, adept at communication, relationship-building, and sales.

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Financial Planner

$125k + Super Gold coast Permanent / Full Time

Experienced financial services professional with 11 years in Financial Planning, Paraplanning, and Client Service.

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Credit Analyst

$75k + Super Brisbane Permanent / Full Time

Experienced NAB Complex Lending team member adept at managing 15 weekly applications, with expertise in diverse loan structures and stakeholder engagement.

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Executive Assistant

$50 per hour + Super Melbourne Contract or Temp

Experienced Executive Assistant with 5 years of experience and 3 years in project management, skilled in business processes, finance management, and stakeholder engagement.

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Business Development Manager

$90k + Super Gold coast Permanent / Full Time

Experienced finance professional skilled in brokering, asset management, and client relations, ready to drive growth for your team.

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Bachelor of Commerce Graduate

$60k + Super Melbourne Graduate

Bachelor of Commerce graduate with 7+ years in customer service and expertise in financial planning, offering analytical prowess, polished communication, and a proven track record.

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Bachelor of Commerce Graduate

$65k + Super Melbourne Graduate

Melbourne University Bachelor of Commerce graduate with 4 years of customer service experience, well-prepared for roles requiring financial acumen, marketing insights, and strong communication abilities.

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Bachelor of Business Graduate

$60k + Super Melbourne Graduate

Monash University Bachelor of Business in Banking and Finance candidate, expecting graduation July 2024, with 3 years of customer service managerial experience.

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Bachelor of Financial Planning Graduate

$60k + Super Melbourne Graduate

RMIT Diploma of Business graduate, currently completing a Bachelor of Financial Planning and Accounting at Swinburne University, with 8 years of customer service, including 1 year in a managerial position.

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Bachelor of Commerce Graduate

$65k + Super Melbourne Graduate

RMIT Bachelor of Commerce in Economics and Finance graduate with 1 year of administrator experience.

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Bachelor of Business Graduate

$60k + Super Melbourne Graduate

RMIT Bachelor of Business in Economics and Finance graduate with 3+ years of tax advisory experience, eager to transition into financial planning, bringing a strong work ethic and commitment to continuous improvement.

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Bachelor of Commerce and Finance Graduate

$60k + Super Melbourne Graduate

Monash University Bachelor of Commerce and Finance graduate with 3 months of Paraplanner experience, demonstrating strong communication skills, and hands-on expertise in financial modeling, equities, and investment analysis.

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Certificate in Financial Planning Graduate

$60k + Super Brisbane Graduate

With 17+ years in law firm Practice and Office Management, this candidate excels in overseeing legal operations, financial accounting, and staff supervision, currently enhancing their skill set with ongoing education in paraplanning and financial planning.

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Bachelor of Business Graduate

$60k + Super New South Wales Graduate

University of Technology Sydney Bachelor of Business graduate with a Certificate IV in Finance and Mortgage Broking from Monarch Institute, offering 4 years of hands-on financial services experience.

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Bachelor of Commerce Graduate

$65k + Super New South Wales Graduate

Macquarie University Bachelor of Commerce in Finance graduate currently pursuing a Master of Financial Planning through Kaplan Professional, with 5 years of finance experience, excelling in continuous learning, effective communication, and strong interpersonal skills.

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Master of Finance Graduate

$65k + Super New South Wales Graduate

University of Technology Sydney Master of Finance, Master of Professional Accounting, and Bachelor of Business Administration graduate with 3+ years of professional services industry experience.

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Bachelor of Commerce Graduate

$65k + Super New South Wales Graduate

University of Wollongong Bachelor of Commerce graduate with 7 years of customer service experience, including 11 months in a client services/paraplanning role at a financial planning firm.

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Bachelor of Banking and Finance Graduate

$60k + Super Melbourne Graduate

Monash University Bachelor of Banking and Finance graduate with 9 years of customer service experience, excelling in effective and concise verbal communication, and proven time management skills.

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Bachelor of Banking and Finance Graduate

$60k + Super Melbourne Graduate

Monash University Bachelor of Business and Bachelor of Banking and Finance candidate, graduating November 2024, with 6 years of customer service experience, technological literacy, and proficiency in MS Suite.

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Financial Planning Graduate

$60k + Super Victoria

Upcoming Bachelor of Commerce graduate in Finance from Monash, complemented by a Certificate IV in Leadership and Management, recognised for dedication, reliability, and strong communication skills, primed to excel in roles requiring financial expertise, leadership, and interpersonal finesse.

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Graduate Financial Planner

$60k + Super Brisbane Permanent / Full Time

Business and Economics student at QUT, adept in merging theory with practice, showcasing strong presentation skills, technical proficiency in statistical analysis, and a holistic grasp of finance and marketing principles.

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Graduate Financial Planner

$65k + Super New South Wales Permanent / Full Time

Commerce graduate excelling in finance and analytics, distinguished by top marks in key subjects, paired with strong communication, technical proficiency, and sharp critical thinking.

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Graduate Financial Planner/Super

$65k + Super Queensland

Finance and Economics graduate with hands-on internship experience, known for financial acumen, exceptional communication, and a thirst for learning.

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Client Relationship Manager

$140k + Super Victoria Permanent / Full Time

Superannuation veteran of over 20 years, excels in relationship building from payroll to CEOs, showcases expertise in team leadership, process optimisation, regulatory compliance, and impactful seminars.

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Underwriting Assistant

$35 per hour Victoria Contract or Temp

Experienced underwriting professional with London expertise, legal business development skills, and exceptional communication talents, ready to excel in insurance, team leadership, and business development.

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Senior Financial Advisor

$120k + Super + Bonus Melbourne Permanent / Full Time

Decades-experienced financial planning expert renowned for cultivating enduring client relationships, entrepreneurial innovation in fee models, and a diverse skill set, offering invaluable adaptability and client-centric expertise to any team.

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Mortgage Broker

$85k + Super + Comms Victoria Permanent / Full Time

Seasoned Home Lending Manager and Mortgage Broker with 18+ years’ expertise, consistently delivering $2 million monthly settlements through strategic lead generation and exceptional proficiency in handling diverse residential loan portfolios.

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Account Executive

$85k + Super Melbourne Permanent / Full Time

2+ years broking experience managing diverse insurances for 13,000 clients, adept in premiums ($300-$15k), renewals, certificates, and prompt client communication under high volume.

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Portfolio Analyst

$180k + Super New South Wales Permanent / Full Time

30 years in reinsurance broking, expert in insurance nuances, strategic counsel, fostering internal synergy, and delivering industry foresight.

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Workers Compensation Specialist

$120k + Super Queensland Permanent / Full Time

Experienced leader in workers’ compensation, adept at managing diverse teams across locations, fostering talent, and cultivating strategic partnerships.

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Marketing Specialist

$127k + Super Melbourne Permanent / Full Time

8 years in financial services as a Marketing Specialist, excelling in diverse campaigns, platforms, and tools for impactful initiatives in insurance and finance.

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Digital Marketing Specialist

$90k + Super Melbourne Permanent / Full Time

Seasoned marketer with 8 years’ expertise in real estate and insurance, excelling in diverse digital strategies, content creation, and collaborative campaign execution for impactful audience engagement.

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Part Time Assistant Account Executive

$35 per hour Melbourne Contract or Temp

Seasoned overseer with 7 years in Corporate Health and Life Insurance, excelling in operations, claims, and fostering strong stakeholder relationships.

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Head of Marketing/Communications

$200k + Super or $1k per day Melbourne Contract or Temp

25+ years’ senior marketing and communications expertise in global finance, with proven leadership at Big 4 banks, adept at driving impactful projects and teams.

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Client Relationship Manager

$140k + Super Victoria Permanent / Full Time

With more than 20 years of experience in the superannuation sector, this candidate brings a wealth of expertise to the field.

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Superannuation Consultant

$85k + Super Victoria Permanent / Full Time

With 7 years of experience in high-risk sales environments and 5 months of specific exposure to superannuation, this candidate has honed the ability to proactively engage with potential clients.

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Administrative Assistant

$70k + Super Victoria Permanent / Full Time

With more than 4 years of administrative and customer service experience, this candidate has developed a strong attention to detail, enabling them to handle sensitive issues with care and precision.

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Customer Service Representative

$70k + Super Victoria Permanent / Full Time

With over 3 years of customer service experience spanning life insurance, superannuation, and banking, this candidate has developed a robust skill set.

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Risk Advisor

$120k + Super Victoria Permanent / Full Time

With nearly 22 years of experience in the Financial Services industry, this candidate has held roles with notable expertise.

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Business Development Officer

$110k + Super Victoria Permanent / Full Time

With 14 years of experience in the banking and finance industry, this candidate has dedicated a significant portion of their career to the Financial Planning and Wealth Management sectors.

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Senior Mortage Broker

$95k + Super +Comms Melbourne Permanent / Full Time

With over 20 years of experience in the banking and finance sector, this candidate has a notable 13-year tenure managing a thriving Mortgage Broking business.

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Mortgage Broker

$90k + Super + Comms Melbourne Permanent / Full Time

With over 10 years of experience in finance and mortgages, this candidate excels in conducting comprehensive credit assessments, assisting clients in securing home loans, and managing end-to-end application processes, from initial submission to successful settlement.

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Business Development Manager

$120k + Super Melbourne Permanent / Full Time

This candidate holds extensive knowledge and hands-on experience in a range of financial areas, including retail banking products, financial markets, and personal and mortgage lending.

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Team Leader

$100k + Super + Bonus Melbourne Permanent / Full Time

With over 11 years of asset broking experience at Collective Financial, Nation Finance and Loans, Stratton Finance, and various automotive dealerships, this candidate has established a well-rounded career.

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Team Leader - Settlements

$110k + Super + Bonus Melbourne Permanent / Full Time

With a proven track record in managing operations departments, this candidate has overseen Sales Support and Settlements teams.

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Mortgage Broker

$80k + Super + Comms Melbourne Permanent / Full Time

With over 10 years of experience in the mortgage industry, this candidate has established a solid track record and developed expertise in various aspects of lending.

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Asset Broker

$70k + Super + Comms Melbourne Permanent / Full Time

With over 4 years of experience in settling Asset Loans, this candidate consistently settles an average of 25 loans per month, primarily focused on cars but also including caravan, motorbike, and truck loans.

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Business Development Manager

$100k+ Super + Commissions Victoria Permanent / Full Time

Experienced Sales Manager with a 10+ year track record, including Mortgage Broker accreditation and expertise in fuel product transactions, capable of driving business growth and fostering lasting partnerships.

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Junior Mortgage Broker

$80k + Super Queensland Permanent / Full Time

A proficient loan processor supporting a Senior Mortgage Broker with a monthly settlement average of $12 million and strong compliance knowledge.

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Broker Support

$75k + Super Queensland Permanent / Full Time

Experienced in finance and property management, excelling in supporting a Mortgage Broker, with a monthly settlement average of $4 million and a strong ability to manage diverse loans.

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Senior Mortgage Broker Manager

$160k + Super + Commisions New South Wales Permanent / Full Time

A 23-year Mortgage Broking veteran with a successful track record, including 34% business sales growth and leadership experience with a team of 25 senior brokers.

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Mortgage Broker

$80k + Super New South Wales Permanent / Full Time

A Mortgage Broker Franchisee with 20+ years of experience, exceptional track record, and a Certificate IV in Finance and Mortgage Broking.

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Financial Planner

$120k + Super + Bonus Melbourne Permanent / Full Time

A seasoned professional with 19 years of financial services experience, advising 150+ clients, excelling in holistic financial services, and possessing deep expertise in XPLAN.

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Administrator

$65k + Super Victoria Permanent / Full Time

An 18-year financial services veteran with 15 years in South African brokering, offering strong industry knowledge and exceptional client relationship-building skills.

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Financial Advisor

$120k + Super + Commissions Melbourne Permanent / Full Time

A 19-year financial services veteran, including 6 years as an Authorised Representative and Financial Advisor, skilled in superannuation, investments, and client relationship management.

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Graduate in Financial Planning

$60k + Super Brisbane Permanent / Full Time

An experienced candidate with 17+ years in law firm practice and office management, excelling in team leadership and financial acumen.

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Senior Financial Adviser

$135k + Super Queensland Permanent / Full Time

Experienced Senior Financial Adviser with a strong track record in client management, financial modeling, and holistic strategies.

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Relationship Manager

$80k + Super New South Wales Permanent / Full Time

With a decade of financial planning experience, including expertise in end-to-end application processing and client financial guidance.

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Business Development Manager

$200k + Super New South Wales Permanent / Full Time

With extensive experience in financial services, a deep understanding of markets, and a strong track record at leading firms, this candidate excels in relationship management, investment communication, and strategic planning.

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Mortgage Broker Assistant

$77k + Super New South Wales Permanent / Full Time

With 4 years of experience in Mortgage Broking, this candidate stands out for their exceptional loan processing abilities, settling an impressive volume of loans worth $10 million monthly. Their expertise encompasses various loan types, including refinance, investments, construction, and more. Skilled in stakeholder management, they effectively liaise with lenders, solicitors, banks, and builders to facilitate a seamless loan process.

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Junior Paraplanner

$70k + Super New South Wales Permanent / Full Time

An experienced financial professional with a proven track record, this candidate excels in supporting Financial Advisors, analysing client funds, and making strategic recommendations. With expertise in property investments, superannuation, tax planning, accounting, life insurance, and estate planning, they bring a comprehensive approach to financial management. Having successfully managed a portfolio valued at over $50 million, they demonstrate their ability to handle significant assets with precision and deliver optimal results.

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Head of Investment

$300k + Super New South Wales Permanent / Full Time

Experienced head of investments with a proven track record in delivering increased returns. Skilled in assessing financial risks and developing effective strategies. Strong relationship builder with a focus on client satisfaction. Responsible for implementing investment policies and strategies.

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Mortgage Broker

$100k + Super + Coms Queensland Permanent / Full Time

With over 5 years of experience in the finance industry, this candidate excels as a Senior Case Analyst and Personal Finance Manager. They independently process a significant number of residential loan applications each week, catering to first home buyers or clients looking to refinance. Their exceptional performance is demonstrated by settling an average of approximately $5 million per month, exceeding all KPIs. They possess strong skills in document preparation, conducting background checks, and efficiently lodging applications.

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Mortgage Broker

$80k + Super + Coms Victoria Permanent / Full Time

This candidate excels in residential home loans, specifically working with high-net-worth clients. They possess the skills to source leads, convert them into sales through cold calling, and utilise the Connective aggregator. With their end-to-end mortgage application processing abilities and friendly demeanor, they provide exceptional service to clients.

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Senior Financial Planner

$160k + Super Victoria Permanent / Full Time

With over 25 years of experience in the finance industry, this candidate has a strong track record of success. They have managed a high-value client base, achieved exceptional client retention rates, and played a pivotal role in driving business growth. Their expertise extends to mentoring and coaching advisers, contributing to the development of their team. They have significantly increased business revenue across various sectors, demonstrating their ability to deliver exceptional results.

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Client Services Officer

$85 + Super Queensland Permanent / Full Time

With approximately 5 years of experience in client service and administration, this candidate supports Advisors in delivering holistic advice and ensures smooth implementation of clients’ strategies. They excel in managing diaries, upholding compliance standards, and implementing strategies across multiple providers and platforms.

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Financial Planner

$100k + Super Queensland Permanent / Full Time

A Financial Adviser with expertise in providing holistic advice and undertaking paraplanning tasks, this candidate has a strong foundational understanding of Adviser processes. With experience managing client portfolios, conducting meetings, and preparing advice documents, they possess a comprehensive skill set. Their technical knowledge encompasses SMSFs, trusts, investments, superannuation, pensions, insurances, and estate planning, enabling them to offer informed recommendations to clients.

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Sector specialists

As sector specialists, we consider the dynamic nature of the financial services industry where customer requirements and markets constantly change. We focus our efforts to sourcing high-quality candidates who have outstanding communication and relationship building skills. In a customer-oriented industry, both skills have proven to be valuable where a high degree of emotional intelligence is needed to build trust.

Part of our responsibility as a wealth management recruitment agency is to keep up with trends and movements in the industry. In doing so, our consultants are well informed to select suitable candidates for wealth management and financial service providers. In addition to this, our clients will have access to quality talent pools which only exist because of the relationships we have formed to build our network.

As a wealth management client, you can expect full transparency and communication from our consultants. Our team will treat your business as if it were their own and vouch for your company to prospective candidates. By doing so, we are confident that we put forward candidates who are genuinely interested in working with your company. You will only meet candidates who we believe will become an invaluable asset to your business.

As a wealth management candidate of Fuse, you will receive full support throughout the process to ensure you have the best chances of landing the job. Our intentions are to ensure you perform well in your new role and, most importantly, enjoy the next chapter of your career.

Whether you require permanent, temporary or contract recruitment, we can customise and adjust our services according to your needs.
With industry leading automation and AI technology, our team is well equipped to efficiently solve your wealth management recruitment needs. Meet candidates through a one-way video interview to reduce the number of face-to-face interviews you need to conduct onsite and save yourself time. Choose from a wide range of testing options to suit your role-specific needs.

Looking for wealth management recruitment solutions? Speak to us today and be connected to the industry’s top talent.

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Acquire highly qualified, highly motivated graduate talent

Future Insure Graduate Program

The Future Insure Graduate Program is a specialist service we offer to place emerging talent into great graduate positions across Australia.

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Executive wealth management recruitment

We have the expertise and ability to service your business at all levels, which includes delivering on executive and c-suite roles.

Some roles we've recently placed are:

  • Chief Financial Officer
  • Director
  • Senior Business Analyst
  • Head of Financial Planning
  • Head of Mortgage Broking
  • Chief Executive Officer
  • Operations Manager
  • State Manager
  • Human Resources Business Partner
  • Head of People & Culture

Operating across all major wealth management sectors

Our team of wealth management recruitment professionals are committed to providing a partnership and consultative approach to our customers in the following sectors.

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Superannuation
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Mortgage Broking
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Financial Planning
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Superannuation
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Mortgage Broking
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Financial Planning
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Our services

Permanent, temporary, contract, and RPO solutions are just some of the services we have to offer your business.

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Talent Engagement

Get access to a premium recruitment strategy that connects your role with the best available talent on the market.

A customised recruitment solution for your business

We’re creating innovative and highly cost-effective recruitment solutions for businesses like yours.

Our wealth management insights