- Are you ready to take ownership of a thriving client book and do your best work in a supportive, boutique environment?
- Review Adviser role
We have an outstanding opportunity for a seasoned Financial Planner to join a well-regarded boutique practice with a strong track record of client success. This role involves managing a substantial existing book of long-standing clients while continuing to deliver high-quality, personalised advice.
You’ll step into a team-oriented environment with excellent back-office support, allowing you to focus on strategic advice and deepening client relationships. The firm values integrity, transparency, and empowering clients to make informed financial decisions.
What You’ll Be Doing
- Manage and service a large, well-established client base across diverse financial needs
- Provide strategic advice on superannuation, investments, insurance, and retirement planning
- Build deep, trusted relationships and proactively identify advice opportunities
- Collaborate with experienced paraplanners and client service professionals
- Contribute to internal development initiatives and mentor junior staff where appropriate
What We’re Looking For
- 5 to 10+ years’ experience as a Financial Adviser
- Proven ability to manage a large client base while maintaining strong relationship quality
- Relevant degree qualifications, Professional Year completed, and listed on the FAR
- Exceptional interpersonal and communication skills
- Professional, ethical, and client-centric advice approach
Salary is dependent on experience, please send CV's to *****@berrittaconsulting.com.au
📌 Financial Adviser (Client Manager)
🏢 Berritta Consulting
📍 Adelaide