Job Description
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?
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We are partnering with a well-established and growing financial planning firm seeking an Adviser Support qualified to join their team.
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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.
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You'll work closely with experienced Financial Advisers, support clients throughout their advice journey and gradually build your technical knowledge and client-facing capability.
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The Opportunity
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Working alongside experienced Advisers, you will play an significant role in supporting the delivery of high-quality financial advice while gaining exposure across the end-to-end advice process.
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Your responsibilities may include:
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Supporting Advisers with the preparation and delivery of client advice
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Managing client communications and building strong client relationships
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Preparing and processing client documentation
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Assisting with the implementation of advice recommendations
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Coordinating client reviews and meeting preparation
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Liaising with product providers and external stakeholders
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Maintaining accurate client records and compliance requirements
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Managing advice and implementation workflows
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Developing your understanding of strategies, products and the broader advice process
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Taking on greater client and advice responsibilities as your experience develops
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About You
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This 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.
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You may currently be working as a:
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Client Services Officer
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Senior Client Services Officer
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Adviser Support Officer
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Client Services Manager
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Financial Planning Administrator
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Paraplanner
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Associate Adviser
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Ideally, you will have:
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Experience within a financial planning or wealth management setting
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A genuine ambition to progress towards becoming a Financial Adviser
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Strong communication and relationship-building skills
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An interest in developing your technical and advice knowledge
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High attention to detail and strong organisational skills
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Exposure to Xplan or a similar financial planning CRM
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A proactive attitude and willingness to learn and take on greater responsibility
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What's on Offer
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Competitive salary package based on experience
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Clear pathway towards becoming a Financial Adviser
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Mentoring and development from experienced Advisers
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Increasing exposure to advice strategy and client interactions
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Support with ongoing professional development
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Exposure to the end-to-end financial planning process
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Supportive and collaborative team environment
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Prospect to grow your responsibilities as your capability develops
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Long-term career opportunity within a growing financial planning business
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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) (Victoria)
🏢 Berritta Consulting
📍 Victoria