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 OpportunityWorking 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 adviceManaging client communications and building strong client relationshipsPreparing and processing client documentationAssisting with the implementation of advice recommendationsCoordinating client reviews and meeting preparationLiaising with product providers and external stakeholdersMaintaining accurate client records and compliance requirementsManaging advice and implementation workflowsDeveloping your understanding of strategies,



products and the broader advice processTaking on greater client and advice responsibilities as your experience developsAbout YouThis opportunity 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 OfficerSenior Client Services OfficerAdviser Support OfficerClient Services ManagerFinancial Planning AdministratorParaplannerAssociate AdviserIdeally, you will have:Experience within a financial planning or wealth management environmentA genuine ambition to progress towards becoming a Financial AdviserStrong communication and relationship-building skillsAn interest in developing your technical and advice knowledgeHigh attention to detail and strong organisational skillsExposure to Xplan or a similar financial planning CRMA proactive attitude and willingness to learn and take on greater responsibilityWhat's on OfferCompetitive salary package based on experienceClear pathway towards becoming a Financial AdviserMentoring and development from experienced AdvisersIncreasing exposure to advice strategy and client interactionsSupport with ongoing skilled developmentExposure to the end-to-end financial planning processSupportive and collaborative team environmentOpportunity to grow your responsibilities as your capability developsLong-term career opportunity within a growing financial planning businessIf 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