At a Glance
- Tasks: Support experienced Advisers and engage in client meetings while developing your financial planning skills.
- Company: Join a respected boutique financial planning firm with a collaborative culture.
- Benefits: Professional Year support, mentoring, and opportunities for career progression.
- Other info: Enjoy a stable workplace focused on quality advice, not sales targets.
- Why this job: Accelerate your journey to becoming a Financial Adviser in a supportive environment.
- Qualifications: 3+ years in financial planning and a relevant qualification nearing completion.
The predicted salary is between 47250 - 57750 $ per year.
Take the next step towards becoming a Financial Adviser. If you've built a strong foundation in financial planning support and are ready to move beyond administration into a more client-facing, strategic role, this is an excellent opportunity to accelerate your career. We're partnering with a highly regarded boutique financial planning firm that provides truly holistic advice across wealth creation, retirement planning, superannuation, personal insurance, investments and estate planning.
Working alongside experienced Financial Advisers, you'll gain exposure to the full advice process, sit in client meetings, contribute to strategy discussions and continue progressing through your Professional Year in a supportive, collaborative environment. This role is ideal for someone who has recently commenced their Professional Year or is ready to begin the journey towards becoming a Financial Adviser.
About the Role
This is a genuine Associate Adviser position where you'll work closely with experienced Advisers across the entire client journey while continuing to develop your technical and client relationship skills. Your responsibilities will include:
- Attending client meetings alongside Advisers
- Assisting with research and advice strategy development
- Preparing detailed file notes and client meeting summaries
- Supporting the preparation and implementation of SOAs and ROAs
- Managing end-to-end advice implementation
- Liaising with product providers and external stakeholders
- Maintaining accurate client records within Xplan
- Building strong relationships with clients through ongoing communication
- Assisting Advisers with ongoing service reviews and client management
- Continuing your development towards managing your own client relationships in the future
About You
To be successful, you'll ideally have:
- 3+ years' experience within a financial planning practice
- Previous experience as a Client Services Manager, Senior Client Services Officer, Associate Adviser or Paraplanner
- Strong understanding of the end-to-end financial planning process
- Experience implementing financial advice recommendations
- Exposure to SOAs, ROAs and advice documentation
- Experience using Xplan
- Excellent communication and relationship-building skills
- A genuine desire to build a long-term career as a Financial Adviser
- A relevant Financial Planning qualification (completed or nearing completion)
What's on Offer
- Genuine Professional Year support and long-term Adviser pathway
- Exposure to client meetings and advice strategy discussions
- Learn directly from experienced Financial Advisers
- Boutique, collaborative and highly supportive team environment
- Holistic advice across a diverse client base
- Ongoing mentoring, coaching and technical development
- Long-term career progression with opportunities to build your own client relationships
- Stable, well-established business focused on quality advice rather than sales targets
Salary is dependent on experience.
Associate Adviser in Sydney employer: Berritta Consulting
Join a highly regarded boutique financial planning firm that prioritises holistic advice and fosters a supportive, collaborative work culture. As an Associate Adviser, you'll benefit from genuine Professional Year support, ongoing mentoring, and the opportunity to develop your skills alongside experienced Financial Advisers, all while working in a stable environment focused on quality advice rather than sales targets. This role not only accelerates your career but also allows you to build meaningful client relationships in a diverse and dynamic setting.
