Associate Adviser: Client-Facing Financial Planning Pathway

Berritta Consulting; Gold Coast City; Presencial; AUD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Professional Year support

Mentoring & coaching

Long-term adviser pathway

Exposure to client meetings

Boutique team environment

Descripción de la vacante

Berritta Consulting on the Gold Coast is seeking an Associate Adviser supporting experienced Advisers across the client journey. You will develop technical and client relationship skills while participating in client meetings and strategy discussions.

This role offers genuine Professional Year support, mentorship, and a clear path toward managing your own client relationships as you progress with a supportive, boutique team focused on holistic financial advice.

Formación

• 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)

Responsabilidades

• Attend client meetings alongside Advisers.
• Assist with research and advice strategy development.
• Prepare detailed file notes and client meeting summaries.
• Support the preparation and implementation of SOAs and ROAs.
• Manage end-to-end advice implementation.
• Liaise with product providers and external stakeholders.
• Maintain accurate client records within Xplan.
• Build strong relationships with clients through ongoing communication.
• Assist Advisers with ongoing service reviews and client management.
• Develop toward managing your own client relationships in the future.

Conocimientos

Client relations

SOAs ROAs

Xplan

Financial planning process

Research & strategy

Communication

Educación

Financial Planning qualification

Herramientas

Xplan

Descripción del empleo

Berritta Consulting on the Gold Coast is seeking an Associate Adviser supporting experienced Advisers across the client journey. You will develop technical and client relationship skills while participating in client meetings and strategy discussions.

This role offers genuine Professional Year support, mentorship, and a clear path toward managing your own client relationships as you progress with a supportive, boutique team focused on holistic financial advice.