Take the next step towards becoming a Financial Adviser.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.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.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 Professional Year in a supportive, collaborative environment.This role is ideal for someone who has recently commenced their Qualified Year or is ready to begin the journey towards becoming a Financial Adviser.About the RoleThis 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.Your responsibilities will include:Attending client meetings alongside AdvisersAssisting with research and advice strategy developmentPreparing detailed file notes and client meeting summariesSupporting the preparation and implementation of SOAs and ROAsManaging end-to-end advice implementationLiaising with product providers and external stakeholdersMaintaining accurate client records within XplanBuilding strong relationships with clients through ongoing communicationAssisting Advisers with ongoing service reviews and client managementContinuing your development towards managing your own client relationships in the futureAbout YouTo be successful, you'll ideally have:3+ years' experience within a financial planning practicePrevious experience as a Client Services Manager, Senior Client Services Officer, Associate Adviser or ParaplannerStrong understanding of the end-to-end financial planning processExperience implementing financial advice recommendationsExposure to SOAs, ROAs and advice documentationExperience using XplanExcellent communication and relationship-building skillsA genuine desire to build a long-term career as a Financial AdviserA relevant Financial Planning qualification (completed or nearing completion)What's on OfferGenuine Professional Year support and long-term Adviser pathwayExposure to client meetings and advice strategy discussionsLearn directly from experienced Financial AdvisersBoutique, collaborative and highly supportive team environmentHolistic advice across a diverse client baseOngoing mentoring, coaching and technical developmentLong-term career progression with opportunities to build your own client relationshipsStable, well-established business focused on quality advice rather than sales targetsHirer responsiveness Salary match Number of applicants
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📌 Associate Adviser (Pathway To Adviser/Py Supported) (Adelaide)
🏢 Berritta Consulting
📍 Adelaide