Job Description

Take the next step towards becoming a Financial Adviser.

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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.

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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.

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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 Skilled Year in a supportive, collaborative environment.

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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.

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About the Role

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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.

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Your responsibilities will include:

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- Attending client meetings alongside Advisers
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- Assisting with research and advice strategy development
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- Preparing detailed file notes and client meeting summaries
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- Supporting the preparation and implementation of SOAs and ROAs
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- Managing end-to-end advice implementation
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- Liaising with product providers and external stakeholders
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- Maintaining accurate client records within Xplan
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- Building strong relationships with clients through ongoing communication
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- Assisting Advisers with ongoing service reviews and client management
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- Continuing your development towards managing your own client relationships in the future
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About You

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To be successful, you'll ideally have:

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- 3+ years' experience within a financial planning practice
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- Previous experience as a Client Services Manager, Senior Client Services Officer, Associate Adviser or Paraplanner
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- Strong understanding of the end-to-end financial planning process
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- Experience implementing financial advice recommendations
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- Exposure to SOAs, ROAs and advice documentation
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- Experience using Xplan
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- Excellent communication and relationship-building skills
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- A genuine desire to build a long-term career as a Financial Adviser
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- A relevant Financial Planning qualification (completed or nearing completion)
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What's on Offer

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- Genuine Professional Year support and long-term Adviser pathway
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- Exposure to client meetings and advice strategy discussions
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- Learn directly from experienced Financial Advisers
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- Boutique, collaborative and highly supportive team environment
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- Holistic advice across a diverse client base
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- Ongoing mentoring, coaching and technical development
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- Long-term career progression with opportunities to build your own client relationships
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- Stable, well-established business focused on quality advice rather than sales targets
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Salary is dependent on experience

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📌 Associate Adviser (Pathway to Adviser/PY supported) (New South Wales)
🏢 Berritta Consulting
📍 New South Wales