Take the next step towards becoming a Financial Adviser.
If you've built a strong foundation in financial planning support and are ready to move beyond administration into a more client-facing, strategic role, this is an excellent opportunity to accelerate your career.
We're partnering with a highly regarded boutique financial planning firm that provides truly holistic advice across wealth creation, retirement planning, superannuation, personal insurance, investments and estate planning.
Working alongside experienced Financial Advisers, you'll gain exposure to the full advice process, sit in client meetings, contribute to strategy discussions and continue progressing through your Professional Year in a supportive, collaborative environment.
This role is ideal for someone who has recently commenced their Professional Year or is ready to begin the journey towards becoming a Financial Adviser.
About the Role
This is a genuine Associate Adviser position where you'll work closely with experienced Advisers across the entire client journey while continuing to develop your technical and client relationship skills.
Your responsibilities will include:
Attending client meetings alongside Advisers
Assisting with research and advice strategy development
Preparing detailed file notes and client meeting summaries
Supporting the preparation and implementation of SOAs and ROAs
Managing end-to-end advice implementation
Liaising with product providers and external stakeholders
Maintaining accurate client records within Xplan




Building strong relationships with clients through ongoing communication
Assisting Advisers with ongoing service reviews and client management
Continuing your development towards managing your own client relationships in the future
About You
To be successful, you'll ideally have:
3+ years' experience within a financial planning practice
Previous experience as a Client Services Manager, Senior Client Services Officer, Associate Adviser or Paraplanner
Strong understanding of the end-to-end financial planning process
Experience implementing financial advice recommendations
Exposure to SOAs, ROAs and advice documentation
Experience using Xplan
Excellent communication and relationship-building skills
A genuine desire to build a long-term career as a Financial Adviser
A relevant Financial Planning qualification (completed or nearing completion)
What's on Offer
Genuine Skilled Year support and long-term Adviser pathway
Exposure to client meetings and advice strategy discussions
Learn directly from experienced Financial Advisers
Boutique, collaborative and highly supportive team environment
Holistic advice across a diverse client base
Ongoing mentoring, coaching and technical development
Long-term career progression with opportunities to build your own client relationships
Stable, well-established business focused on quality advice rather than sales targets
Salary is dependent on experience
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📌 Associate Adviser (Pathway To Adviser/Py Supported) (New South Wales)
🏢 Berritta Consulting
📍 New South Wales