Senior Financial Planner (Client Manager + Referral Networks)

Berritta Consulting; Newcastle; On-site; AUD 100,000 - 140,000; Full time

Benefits offered by this job

Established client portfolio

Strong pipeline of opportunities

Paraplanning support

Focus on clients and strategy

Collaborative team environment

Long-term career progression

Competitive salary package

Job summary

Berritta Consulting is seeking an experienced Financial Adviser to inherit an established client portfolio and continue delivering holistic financial advice. You will manage ongoing client relationships and provide tailored guidance across wealth creation, superannuation, investments and retirement planning.

Join a team with experienced paraplanning and administration support, enabling you to focus on strategy, client relationships and growing the advisory business over the long term.

Qualifications

• Proven experience providing holistic financial advice.
• Experience managing an existing client portfolio.
• Ability build genuine client relationships.
• Strong knowledge across superannuation, investments and retirement.
• Ability explain complex strategies clearly.
• Collaborative with wider advice and support teams.
• Deliver high-quality, personalized advice.
• Seeking long-term opportunity within an established business.

Responsibilities

• Take ownership of an established portfolio of ongoing clients.
• Develop genuine, long-term relationships with clients.
• Deliver holistic strategic advice across wealth creation, superannuation, investments, retirement planning and personal insurance.
• Conduct ongoing reviews and ensure strategies align with clients' changing goals.
• Identify opportunities to strengthen and expand existing client relationships.
• Develop new business through referrals and professional networks.
• Work closely with an experienced support team across paraplanning, implementation and administration.
• Focus time on advice, strategy and client relationships rather than administration.

Job description

Take over an established portfolio and join a successful advice business where long-term client relationships come first.

Established portfolio of ongoing clients

Holistic advice across wealth creation, superannuation and retirement

Strong support structure allowing you to focus on advice

Long-term career and growth opportunity

Take over an established portfolio and join a successful advice business where long-term client relationships come first.

• Established portfolio of ongoing clients

• Holistic advice across wealth creation, superannuation and retirement

• Strong support structure allowing you to focus on advice

• Long-term career and growth opportunity

The Opportunity

An excellent opportunity has become available for an experienced Financial Adviser to join an established and growing financial planning business.

You will step into an existing portfolio of long-term clients, building trusted relationships and providing tailored advice across different stages of their financial journey.

The role will see you:

• Take ownership of an established portfolio of ongoing clients

• Develop genuine, long-term relationships with clients

• Deliver holistic strategic advice across wealth creation, superannuation, investments, retirement planning and personal insurance

• Conduct ongoing reviews and ensure strategies continue to align with clients' changing goals

• Identify opportunities to strengthen and expand existing client relationships

• Develop new business through referrals and professional networks

• Work closely with an experienced support team across paraplanning, implementation and administration

• Focus your time on advice, strategy and client relationships rather than administration

About You

We are looking for an Adviser who:

• Has proven experience providing holistic financial advice

• Is confident managing an existing portfolio of clients

• Builds strong and genuine client relationships

• Has sound technical knowledge across superannuation, investments, retirement and wealth creation strategies

• Can explain complex strategies in a clear and relatable way

• Enjoys working collaboratively with a broader advice and support team

• Takes pride in delivering high-quality, personalised advice

• Is looking for a long-term opportunity within an established business

What's on Offer

• Established client portfolio from day one

• Strong pipeline of ongoing and referral-based opportunities

• Experienced paraplanning and client service support

• Opportunity to focus on clients and strategic advice

• Broad holistic advice exposure

• Supportive and collaborative team environment

• Long-term career progression

• Competitive salary package based on experience

If you're an experienced Financial Adviser looking to inherit an established client portfolio while continuing to develop your career within a supportive advice business, we'd love to hear from you.