At a Glance
- Tasks: Manage client relationships and provide tailored financial advice.
- Company: Established private wealth business with a collaborative culture.
- Benefits: Strong leads, mentorship, flexible hours, and career growth opportunities.
- Other info: Supportive environment with excellent public transport access.
- Why this job: Step into a client-facing role and grow your financial planning career.
- Qualifications: Qualified Financial Planner ready to build client relationships.
The predicted salary is between 47250 - 57750 $ per year.
Are you a newly qualified Financial Planner ready to take ownership of client relationships and build your advice career? Just finished PY or 1/2 years as an Adviser. Are you a number 2 to a current senior adviser and want a pathway to run your own book?
An exciting opportunity has become available to join an established private wealth business entering a new phase of growth and expansion. Working directly alongside a highly experienced Financial Adviser, this role is ideal for an authorized representative / newly qualified Financial Planner who is technically strong and ready to step into a client-facing advice position.
The Opportunity
As a Financial Planner, you will:
- Work closely with a highly experienced Adviser to provide holistic financial advice
- Manage and develop relationships with an existing client base
- Conduct client meetings and provide ongoing strategic advice
- Benefit from a strong flow of leads and referrals
- Develop advice strategies tailored to clients' individual goals
- Work alongside an experienced support team to ensure a high level of client service
- Build your confidence, technical capability and client management skills
- Have the opportunity to grow your responsibilities as the business continues to expand
About You
We are looking for someone who:
- Is a qualified Financial Planner and ready to provide advice
- Is an Authorized Representative or ready to become authorised
- Has completed their Professional Year and is ready for the next step
- Has strong technical financial planning knowledge
- Is confident building relationships and communicating with clients
- Wants to develop within a supportive private wealth environment
- Is looking for a long-term opportunity with genuine career progression
Why Consider This Opportunity?
- Established client relationships to work with and manage
- Strong pipeline of leads and referrals
- Direct mentorship from an experienced Financial Adviser
- Excellent support structure around the advice team
- Collaborative and welcoming team culture
- Modern CBD office with excellent public transport access
- Flexible start and finish times
- Growing business with plenty of room for future career development
This is an excellent opportunity for a newly qualified Financial Planner who has built a strong technical foundation and is now ready to take the next step into managing clients and delivering advice.
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.
