Newly Qualified Financial Planner — Lead Your Own Client Book

Berritta Consulting; Sydney; Presencial; AUD 70.000 - 100.000; Jornada completa

Descripción de la vacante

Berritta Consulting in Sydney seeks a newly qualified Financial Planner to take ownership of client relationships and advance within a growing private wealth team. You will work closely with an experienced Adviser, manage an existing client base, and deliver ongoing strategic advice in a supportive environment.

The role offers strong mentorship, a pipeline of leads, and a clear pathway to run your own book as you develop your technical capabilities and client-management skills.

Formación

• Qualified Financial Planner ready to provide advice.
• Authorized Representative or prepared to become authorised.
• Completed Professional Year and ready for the next step.
• Strong technical financial planning knowledge.
• Confident building relationships and communicating with clients.
• Wants long-term career progression within a supportive private wealth environment.

Responsabilidades

• Provide holistic financial advice to clients.
• Manage and develop relationships with an existing client base.
• Conduct client meetings and provide ongoing strategic advice.
• Develop tailored advice strategies to clients' goals.
• Collaborate with an experienced support team to ensure high-quality service.
• Grow responsibilities as the business expands.

Conocimientos

Financial planning

Client relations

Communication

Educación

Professional Year completed

Descripción del empleo

Berritta Consulting in Sydney seeks a newly qualified Financial Planner to take ownership of client relationships and advance within a growing private wealth team. You will work closely with an experienced Adviser, manage an existing client base, and deliver ongoing strategic advice in a supportive environment.

The role offers strong mentorship, a pipeline of leads, and a clear pathway to run your own book as you develop your technical capabilities and client-management skills.