At a Glance
- Tasks: Manage an established client portfolio and provide tailored financial advice.
- Company: Join a successful financial planning business prioritising long-term client relationships.
- Benefits: Competitive salary, strong support team, and opportunities for career growth.
- Other info: Collaborative environment with ongoing referral opportunities and professional development.
- Why this job: Make a real impact by helping clients navigate their financial journeys.
- Qualifications: Proven experience in holistic financial advice and strong client relationship skills.
The predicted salary is between 63000 - 77000 $ per year.
Take over an established portfolio and join a successful advice business where long-term client relationships come first.
- Established portfolio of ongoing clients
- Holistic advice across wealth creation, superannuation and retirement
- Strong support structure allowing you to focus on advice
- Long-term career and growth opportunity
The Opportunity
An excellent opportunity has become available for an experienced Financial Adviser to join an established and growing financial planning business. You will step into an existing portfolio of long-term clients, building trusted relationships and providing tailored advice across different stages of their financial journey.
The role will see you:
- Take ownership of an established portfolio of ongoing clients
- Develop genuine, long-term relationships with clients
- Deliver holistic strategic advice across wealth creation, superannuation, investments, retirement planning and personal insurance
- Conduct ongoing reviews and ensure strategies continue to align with clients' changing goals
- Identify opportunities to strengthen and expand existing client relationships
- Develop new business through referrals and professional networks
- Work closely with an experienced support team across paraplanning, implementation and administration
- Focus your time on advice, strategy and client relationships rather than administration
About You
We are looking for an Adviser who:
- Has proven experience providing holistic financial advice
- Is confident managing an existing portfolio of clients
- Builds strong and genuine client relationships
- Has sound technical knowledge across superannuation, investments, retirement and wealth creation strategies
- Can explain complex strategies in a clear and relatable way
- Enjoys working collaboratively with a broader advice and support team
- Takes pride in delivering high-quality, personalised advice
- Is looking for a long-term opportunity within an established business
What's on Offer
- Established client portfolio from day one
- Strong pipeline of ongoing and referral-based opportunities
- Experienced paraplanning and client service support
- Opportunity to focus on clients and strategic advice
- Broad holistic advice exposure
- Supportive and collaborative team environment
- Long-term career progression
- Competitive salary package based on experience
If you're an experienced Financial Adviser looking to inherit an established client portfolio while continuing to develop your career within a supportive advice business, we'd love to hear from you.
Senior Financial Planner in Newcastle 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.
