At a Glance
- Tasks: Support experienced Advisers and gain hands-on experience in client-facing advisory roles.
- Company: Berritta Consulting, a supportive boutique firm in Australia.
- Benefits: Gain exposure to the full advice process and professional development opportunities.
- Other info: Join a dynamic team and progress through your Professional Year in a collaborative environment.
- Why this job: Kickstart your career in financial advising with real client interactions and mentorship.
- Qualifications: 3+ years in financial planning and relevant qualifications; experience with SOAs/ROAs.
The predicted salary is between 63000 - 77000 $ per year.
Berritta Consulting in Australia is seeking an Associate Adviser to advance from a planning-support role into client-facing advisory work, gaining exposure to the full advice process and real meetings. You'll work with experienced Advisers across life-cycle client journeys, contribute to strategy, and progress through your Professional Year in a supportive, boutique environment.
Ideal candidates have:
- 3+ years in financial planning
- Experience with SOAs/ROAs
- A relevant qualification; Xplan
Associate Adviser: Path to Becoming a Financial Adviser in Adelaide employer: Berritta Consulting
Join a leading financial services business that prioritises your growth and success as a Financial Planner. With a strong existing client base and a robust lead-generation model, you can focus on building relationships and providing holistic advice without the pressure of sourcing clients yourself. Enjoy exceptional earning potential with a performance bonus structure that rewards your hard work, alongside a supportive work culture that fosters professional development and career advancement.
