Take Over an Established Client Portfolio

Equity and Management growth opportunity

Holistic Advice

Are you an experienced Senior Financial Planner looking for the opportunity to inherit an established portfolio while continuing to grow your own client base through strong referral networks?

This is a rare prospect to join a highly respected, national wealth management business where your focus is on delivering exceptional client outcomes.

The Opportunity

As a Senior Financial Planner / Client Manager, you will:

- Take over an established portfolio of loyal, long-term clients with a structured handover from a senior partner
- Equity and Management growth opportunity
- Build deeper relationships while identifying opportunities to expand and strengthen each client's financial position
- Benefit from substantial referral sources to continue growing your client base
- Deliver holistic financial advice across wealth creation, retirement planning, superannuation, investments, personal insurance and estate planning
- Conduct annual and ongoing client reviews, ensuring strategies remain aligned with changing goals and market conditions
- Work collaboratively with a highly experienced support team who manage implementation and administrative functions




- Become a trusted adviser to clients throughout every stage of their financial journey

What You'll Bring

We're looking for someone who:

- Has proven experience as a Financial Planner providing holistic advice
- Builds genuine, long-term relationships with clients
- Has strong technical knowledge across investments, superannuation, insurance, retirement and estate planning strategies
- Communicates complex financial strategies in a simple, engaging manner
- Enjoys working collaboratively within a professional advice team
- Is motivated to continue growing a quality client portfolio through referrals and exceptional service

What's on Offer

- Established client book with structured succession planning
- Significant referral opportunities to accelerate business growth
- Comprehensive administration and adviser support
- Collaborative and professional team environment
- High-quality clients seeking long-term relationships
- Opportunity to focus on advice rather than administration
- Stable, growing business with strong national presence and long-term vision
- Competitive salary package plus incentive structure

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📌 Senior Financial Planner (Client Manager + Referral Networks) (Canberra)
🏢 Berritta Consulting
📍 Canberra