At a Glance
- Tasks: Manage client relationships and deliver tailored financial advice across various areas.
- Company: Berritta Consulting, a supportive team focused on holistic financial planning.
- Benefits: Inherit an established portfolio with strong support for your growth.
- Other info: Join a dynamic team with a focus on long-term advisory business growth.
- Why this job: Make a real difference in clients' lives while advancing your career in finance.
- Qualifications: Experience as a Financial Adviser with strong relationship management skills.
The predicted salary is between 72000 - 88000 $ per year.
Berritta Consulting is seeking an experienced Financial Adviser to inherit an established client portfolio and continue delivering holistic financial advice.
You will manage ongoing client relationships and provide tailored guidance across wealth creation, superannuation, investments and retirement planning.
Join a team with experienced paraplanning and administration support, enabling you to focus on strategy, client relationships and growing the advisory business over the long term.
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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.
