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Berritta Consulting
Financial Planner | Client Manager | High Earning PotentialBerritta Consulting • Melbourne, AU
Financial Planner | Client Manager | High Earning Potential

Financial Planner | Client Manager | High Earning Potential

Berritta Consulting • Melbourne, AU
4 days ago
Job description

Financial Planner | Client Manager | High Earning Potential

Are you an ambitious Financial Adviser who enjoys building relationships, winning new clients and growing a high-quality advice book?

An exciting opportunity has become available to join a large, established and growing financial services businesswith a significant existing client base and a highly successful advice division.

This is an excellent opportunity for an Adviser with approximately 2–10+ years of experiencewho has developed strong technical foundations and is now looking for a platform where they can accelerate their career and earning potential.

Unlike many Adviser roles, you won't be expected to generate every opportunity yourself. The business has a strong lead-generation model and an extensive existing client base, providing Advisers with a consistent pipeline of opportunities.

The Opportunity

You will inherit an existing client book,

You will provide holistic strategic advice across areas including:

  • Superannuation and retirement planning
  • Investments and wealth creation
  • Personal insurance
  • SMSFs
  • Strategic financial planning
  • Ongoing wealth management and client reviews

Exceptional Earning Potential

A highly attractive performance bonus structure, providing the opportunity to earn 40% above your validation hurdle.

For high-performing Advisers who successfully build and manage their client base, the earning potential is substantial.

About You

  • Has approximately 2–10+ years' experience as a Financial Adviser
  • Is appropriately qualified to provide financial advice in Australia
  • Has strong holistic financial planning knowledge
  • Is confident conducting client meetings and presenting advice
  • Has a commercial, growth-focused mindset
  • Enjoys converting new client opportunities and developing relationships
  • Is motivated by performance and financial reward
  • Wants to build a substantial long-term client portfolio

You do not need to bring a client book with you.

What is important is having the drive, communication skills and ability to convert opportunities when they are provided.

What's On Offer?

  • Highly attractive performance bonus structure
  • Existing client book provided from commencement
  • Large existing client base providing further opportunities
  • Build your portfolio progressively as your capacity increases
  • Strong administrative and operational support
  • Holistic advice environment
  • Established and growing financial services business
  • Genuine opportunity to build a highly successful long-term career

If you're an ambitious Financial Adviser looking for a business that can provide the clients, leads, infrastructure and earning potentialto take your career to the next level, we'd love to hear from you.

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Financial Planner | Client Manager | High Earning Potential • Melbourne, AU

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