At a Glance
- Tasks: Manage client relationships and provide strategic financial advice in a supportive team.
- Company: Berritta Consulting, a growing private wealth firm in Sydney.
- Benefits: Strong mentorship, pipeline of leads, and clear career progression.
- Other info: Join a collaborative team and advance your career in wealth management.
- Why this job: Take ownership of your client book and develop your skills in a dynamic environment.
- Qualifications: Newly qualified Financial Planner with a passion for client management.
The predicted salary is between 63000 - 77000 $ per year.
Berritta Consulting in Sydney seeks a newly qualified Financial Planner to take ownership of client relationships and advance within a growing private wealth team.
You will work closely with an experienced Adviser, manage an existing client base, and deliver ongoing strategic advice in a supportive environment.
The role offers strong mentorship, a pipeline of leads, and a clear pathway to run your own book as you develop your technical capabilities and client-management skills.
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Newly Qualified Financial Planner in Sydney 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.
