Newly qualified Financial Planner (Leads and Referral networks)

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Financial planning

Client relations

Communication

Education

Professional Year completed

Job description

Newly qualified Financial Planner (Leads and Referral networks)

Are you a newly qualified Financial Planner ready to take ownership of client relationships and build your advice career?

Just finished PY or 1/2 years as an Adviser

Are you a number 2 to a current senior adviser and want a pathway way to run your own book

An exciting opportunity has become available to join an established private wealth business entering a new phase of growth and expansion.

Working directly alongside a highly experienced Financial Adviser, this role is ideal for an authorized representative / newly qualified Financial Planner who is technically strong and ready to step into a client-facing advice position.

The Opportunity

As a Financial Planner, you will:

Work closely with a highly experienced Adviser to provide holistic financial advice

Manage and develop relationships with an existing client base

Conduct client meetings and provide ongoing strategic advice

Benefit from a strong flow of leads and referrals

Develop advice strategies tailored to clients' individual goals

Work alongside an experienced support team to ensure a high level of client service

Build your confidence, technical capability and client management skills

Have the opportunity to grow your responsibilities as the business continues to expand

About You

We are looking for someone who:

Is a qualified Financial Planner and ready to provide advice

Is an Authorized Representative or ready to become authorised

Has completed their Professional Year and is ready for the next step

Has strong technical financial planning knowledge

Is confident building relationships and communicating with clients

Wants to develop within a supportive private wealth environment

Is looking for a long-term opportunity with genuine career progression

Why Consider This Opportunity?

Established client relationships to work with and manage

Strong pipeline of leads and referrals

Direct mentorship from an experienced Financial Adviser

Excellent support structure around the advice team

Collaborative and welcoming team culture

Modern CBD office with excellent public transport access

Flexible start and finish times

Growing business with plenty of room for future career development

This is an excellent opportunity for a newly qualified Financial Planner who has built a strong technical foundation and is now ready to take the next step into managing clients and delivering advice.