Senior Financial Planner: Inherit Established Portfolio

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

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.