Are you currently working in financial planning administration, client services or adviser support and ready to take the next step towards becoming a Financial Adviser?
We are partnering with a well-established and growing financial planning firm seeking an
Adviser Support professional
to join their team.
This is more than just an administration role. It is an opportunity for someone who wants to build a long-term career in financial advice, gain greater exposure to the advice process and develop the skills and experience needed to progress towards becoming an Adviser.
You'll work closely with experienced Financial Advisers, support clients throughout their advice journey and gradually build your technical knowledge and client-facing capability.
The Opportunity
Working alongside experienced Advisers, you will play an important role in supporting the delivery of high-quality financial advice while gaining exposure across the end-to-end advice process.
Your responsibilities may include:
Supporting Advisers with the preparation and delivery of client advice
Managing client communications and building strong client relationships
Preparing and processing client documentation
Assisting with the implementation of advice recommendations
Coordinating client reviews and meeting preparation
Liaising with product providers and external stakeholders
Maintaining accurate client records and compliance requirements
Managing advice and implementation workflows
Developing your understanding of strategies, products and the broader advice process
Taking on greater client and advice responsibilities as your experience develops
About You




This chance would suit someone already working within financial planning who is ready to build on their experience and move closer to an advice-focused career.
You may currently be working as a:
Client Services Officer
Senior Client Services Officer
Adviser Support Officer
Client Services Manager
Financial Planning Administrator
Paraplanner
Associate Adviser
Ideally, you will have:
Experience within a financial planning or wealth management environment
A genuine ambition to progress towards becoming a Financial Adviser
Strong communication and relationship-building skills
An interest in developing your technical and advice knowledge
High attention to detail and strong organisational skills
Exposure to Xplan or a similar financial planning CRM
A proactive attitude and willingness to learn and take on greater responsibility
What's on Offer
Competitive salary package based on experience
Clear pathway towards becoming a Financial Adviser
Mentoring and development from experienced Advisers
Increasing exposure to advice strategy and client interactions
Support with ongoing professional development
Exposure to the end-to-end financial planning process
Supportive and collaborative team environment
Opportunity to grow your responsibilities as your capability develops
Long-term career opportunity within a growing financial planning business
If you're looking for more than another client services or administration role and want an opportunity that can genuinely help you progress towards becoming a Financial Adviser, we'd love to hear from you.
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📌 Adviser Support (Pathway To Adviser) (Melbourne)
🏢 Berritta Consulting
📍 Melbourne