Description
Are you an early-career Financial Planner looking to step into a role where you can focus on advice, client relationships and development without needing to build a book from scratch?
We are partnering with a growing financial planning business seeking a Financial Planner who is ready to continue developing technically while working alongside an established support team. The business provides broad strategic advice across superannuation, retirement, investments, insurance and wealth creation, with an existing client base and strong internal support structure.
The Opportunity
This role is ideal for a planner who has recently completed PY or is in the early stages of their advisory career and wants exposure to quality clients, structured development and a long-term pathway.
You will work closely with experienced advisers and support staff while progressively building confidence and capability across the full advice process.
Responsibilities
Conduct client meetings and assist in delivering strategic financial advice
Build and maintain long-term client relationships
Provide advice across superannuation, retirement, investments and personal risk
Review client goals and assist with ongoing advice strategies
Work closely with paraplanning and implementation teams
Participate in business development and referral opportunities where appropriate
Continue technical and professional development as an adviser
About You
1–3+ years experience within Financial Planning
Completed PY or progressing through adviser pathway
Relevant Financial Planning qualifications
Strong communication and relationship-building skills
Passion for helping clients achieve financial outcomes
Experience with financial planning software/systems advantageous
Desire for long-term career progression within advice
What’s on Offer
Existing client opportunities and internal lead flow
Strong administrative and paraplanning support
Career development and mentoring from experienced advisers
Exposure to broad strategic advice areas
Long-term progression opportunities
Collaborative and growth-focused culture
Competitive salary + incentive structure
Salary is dependent on experience
Please send CV's to gem@berrittaconsulting.com.au
