Associate Adviser (Pathway to Adviser/PY supported)

Berritta Consulting; Adelaide; On-site; AUD 85,000 - 110,000; Full time

Benefits offered by this job

Professional Year support

Long-term adviser pathway

Mentoring and coaching

Job summary

Berritta Consulting is seeking an Associate Adviser to move beyond administration into client-facing advisory work within a boutique, holistic practice.

You'll work alongside experienced Advisers across the client journey, attend meetings, contribute to strategy, and help prepare SOAs/ROAs while developing your own client relationships and progressing toward independent advisory responsibilities.

Qualifications

• 3+ years' experience within a financial planning practice.
• Qualified or near-completion of Financial Planning qualification.
• Experience using Xplan and articulating advice with clients.

Responsibilities

• Attend client meetings with Advisers.
• Assist with research and development of advice strategy.
• Prepare detailed file notes and client meeting summaries.
• Support the preparation and implementation of SOAs and ROAs.
• Manage end-to-end advice implementation and liaise with product providers.
• Maintain accurate client records within Xplan and build client relationships.
• Support ongoing service reviews and client management.

Skills

Communication skills

Relationship building

Client meetings

Education

Financial Planning qualification

Tools

Xplan

Job description

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

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