At a Glance
- Tasks: Provide strategic financial advice and manage client relationships.
- Company: Established financial services business with a strong client base.
- Benefits: Attractive performance bonuses, existing client book, and strong support.
- Other info: Genuine opportunity for long-term career growth in a supportive environment.
- Why this job: Accelerate your career with high earning potential and a solid client pipeline.
- Qualifications: 2–10+ years as a Financial Adviser with strong planning knowledge.
The predicted salary is between 63000 - 77000 $ per year.
Are you an ambitious Financial Adviser who enjoys building relationships, winning new clients and growing a high-quality advice book? An exciting opportunity has become available to join a large, established and growing financial services business with a significant existing client base and a highly successful advice division. This is an excellent opportunity for an Adviser with approximately 2–10+ years of experience who has developed strong technical foundations and is now looking for a platform where they can accelerate their career and earning potential.
Unlike many Adviser roles, you won't be expected to generate every opportunity yourself. The business has a strong lead-generation model and an extensive existing client base, providing Advisers with a consistent pipeline of opportunities.
The Opportunity
- You will inherit an existing client book.
- You will provide holistic strategic advice across areas including:
- Superannuation and retirement planning
- Investments and wealth creation
- Personal insurance
- SMSFs
- Strategic financial planning
- Ongoing wealth management and client reviews
Exceptional Earning Potential
A highly attractive performance bonus structure, providing the opportunity to earn 40% above your validation hurdle. For high-performing Advisers who successfully build and manage their client base, the earning potential is substantial.
About You
- Has approximately 2–10+ years' experience as a Financial Adviser
- Is appropriately qualified to provide financial advice in Australia
- Has strong holistic financial planning knowledge
- Is confident conducting client meetings and presenting advice
- Has a commercial, growth-focused mindset
- Enjoys converting new client opportunities and developing relationships
- Is motivated by performance and financial reward
- Wants to build a substantial long-term client portfolio
You do not need to bring a client book with you. What is important is having the drive, communication skills and ability to convert opportunities when they are provided.
What's On Offer?
- Highly attractive performance bonus structure
- Existing client book provided from commencement
- Large existing client base providing further opportunities
- Build your portfolio progressively as your capacity increases
- Strong administrative and operational support
- Holistic advice environment
- Established and growing financial services business
- Genuine opportunity to build a highly successful long-term career
If you're an ambitious Financial Adviser looking for a business that can provide the clients, leads, infrastructure and earning potential to take your career to the next level, we'd love to hear from you.
Financial Planner | Client Manager 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.
