Job Description

Are you an Financial Adviser looking to join a business where client relationships come first?

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Our client is a long-established, highly regarded financial planning practice with a loyal client base and exciting growth plans. Following recent expansion, they are seeking an experienced Financial Adviser to become part of their collaborative and supportive advice team.

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This is an opportunity to work with an established portfolio while helping shape the future of a growing business that prides itself on delivering practical, holistic advice and building lifelong client relationships.

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About the Role

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You'll work closely with an experienced support team, providing holistic financial advice to a diverse client base, including regional and rural clients.

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Rather than being thrown into aggressive KPIs, you'll be given the time to understand the business, build relationships with clients and establish yourself before revenue expectations commence.

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Your responsibilities will include:

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- Providing holistic financial advice across superannuation, investments, retirement planning, wealth creation and personal insurance.
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- Conducting client meetings and annual reviews.
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- Developing and implementing tailored financial strategies.
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- Building trusted,



long-term client relationships.
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- Working collaboratively with an experienced Client Services and Adviser Support team.
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- Contributing to the continued growth of the business.
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About You

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We're looking for someone who:

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- Has approximately 2+ years' experience providing holistic financial advice.
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- Is authorised (or eligible to become authorised) to provide personal financial advice.
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- Enjoys building genuine, long-term client relationships.
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- Has strong communication and interpersonal skills.
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- Is passionate about delivering exceptional client outcomes.
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- Values being part of a team-oriented and supportive team.
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- Is comfortable servicing regional and rural clients.
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What's on Offer

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- No revenue targets or bonus expectations during your first six months.
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- Established client base with long-term relationships.
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- Strong administration and client services support.
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- Flexible working arrangements available following probation.
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- Genuine work-life balance.
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- Long-term career growth within an expanding business.
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- Supportive leadership that values people, culture and client outcomes over sales.
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📌 Financial Adviser (Ipswich)
🏢 Berritta Consulting
📍 Ipswich