Associate Adviser: Path to Becoming a Financial Adviser

Berritta Consulting; Adelaide; On-site; AUD 70,000 - 100,000; Full time

Job summary

Berritta Consulting in Australia is seeking an Associate Adviser to advance from a planning-support role into client-facing advisory work, gaining exposure to the full advice process and real meetings. You'll work with experienced Advisers across life-cycle client journeys, contribute to strategy, and progress through your Professional Year in a supportive, boutique environment.

Ideal candidates have 3+ years in financial planning, experience with SOAs/ROAs, and a relevant qualification; Xplan

Qualifications

• 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)

Responsibilities

• 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

Skills

Communication skills

Relationship building

Client meetings

Education

Financial Planning qualification (completed or nearing completion)

Tools

Xplan

Job description

Berritta Consulting in Australia is seeking an Associate Adviser to advance from a planning-support role into client-facing advisory work, gaining exposure to the full advice process and real meetings. You'll work with experienced Advisers across life-cycle client journeys, contribute to strategy, and progress through your Professional Year in a supportive, boutique environment.

Ideal candidates have 3+ years in financial planning, experience with SOAs/ROAs, and a relevant qualification; Xplan