Financial Planner | Client Manager | High Earning Potential

Berritta Consulting; Gold Coast City; Sur place; AUD 110 000 - 150 000; Plein temps

Avantages offerts par ce poste

Existing client book provided

Résumé du poste

Berritta Consulting on the Gold Coast seeks an ambitious Financial Adviser to build relationships, win new clients and grow a high-quality advice book.

You will join a large, established financial services business with a strong lead-generation model and an existing client base, enabling a consistent pipeline of opportunities and substantial earning potential.

Qualifications

• Approximately 2–10+ years' experience as a Financial Adviser.
• Appropriately qualified to provide financial advice in Australia.
• Strong holistic financial planning knowledge.
• Confident conducting client meetings and presenting advice.
• Commercial, growth-focused mindset.
• Driven by performance and financial reward.

Responsabilités

• Inherit an existing client book.
• Provide holistic strategic advice across superannuation and retirement planning, investments and wealth creation, personal insurance, SMSFs, strategic financial planning.
• Engage in ongoing wealth management and client reviews.

Formation

Financial Adviser qualification in Australia

Description du poste

Financial Planner | Client Manager | High Earning Potential

Are you an ambitious Financial Adviser who enjoys building relationships, winning new clients and growing a high-quality advice book?

An exciting opportunity has become available to join a large, established and growing financial services business with a significant existing client base and a highly successful advice division.

This is an excellent opportunity for an Adviser with approximately 2–10+ years of experience who has developed strong technical foundations and is now looking for a platform where they can accelerate their career and earning potential.

Unlike many Adviser roles, you won't be expected to generate every opportunity yourself. The business has a strong lead-generation model and an extensive existing client base, providing Advisers with a consistent pipeline of opportunities.

The Opportunity

You will inherit an existing client book,

You will provide holistic strategic advice across areas including:

Superannuation and retirement planning

Investments and wealth creation

Personal insurance

SMSFs

Strategic financial planning

Ongoing wealth management and client reviews

Exceptional Earning Potential

A highly attractive performance bonus structure, providing the opportunity to earn 40% above your validation hurdle.

For high-performing Advisers who successfully build and manage their client base, the earning potential is substantial.

About You

We are looking for someone who:

Has approximately 2–10+ years' experience as a Financial Adviser

Is appropriately qualified to provide financial advice in Australia

Has strong holistic financial planning knowledge

Is confident conducting client meetings and presenting advice

Has a commercial, growth-focused mindset

Enjoys converting new client opportunities and developing relationships

Is motivated by performance and financial reward

Wants to build a substantial long-term client portfolio

You do not need to bring a client book with you.

What is important is having the drive, communication skills and ability to convert opportunities when they are provided.

What's On Offer?

Highly attractive performance bonus structure

Existing client book provided from commencement

Large existing client base providing further opportunities

Build your portfolio progressively as your capacity increases

Strong administrative and operational support

Holistic advice environment

Established and growing financial services business

Genuine opportunity to build a highly successful long-term career

If you're an ambitious Financial Adviser looking for a business that can provide the clients, leads, infrastructure and earning potential to take your career to the next level, we'd love to hear from you.