Are you an experienced Financial Adviser looking to step into an established client portfolio while still having the opportunity to grow your earnings and career?

An exciting prospect is available to join a well-established and growing financial services business with a strong advice division, quality client base and established referral network.

This is an excellent opportunity for a technically capable Adviser who enjoys building long-term client relationships, working across sophisticated strategies and contributing to the development of a growing advice team.

The Prospect

You will take responsibility for an established portfolio of ongoing clients , providing strategic advice across:

SMSFs

Superannuation and retirement planning

Investments and wealth creation

Direct equities and managed investments

Australian and international investment exposure

Broader strategic financial planning

Robust SMSF experience will be highly regarded , given the nature of the existing client base.

Importantly, you won't be expected to generate every opportunity yourself. The business has established referral relationships , providing a consistent source of new client opportunities alongside the existing book.

As a Senior Adviser,



you will also have the opportunity to mentor and develop an experienced Associate Adviser who already has strong knowledge of the existing client portfolio.

This would suit someone who enjoys not only advising clients but also helping develop future Advisers and contributing to the broader success of the team.

What's On Offer?

$160,000 + Super + attractive performance bonus

Existing referral network and new business opportunities

Robust SMSF and investment exposure

Experienced support team

Flexible start and finish times

Supportive, social and collaborative culture

Regular team events and activities

Growing business with genuine long-term opportunity

About You

You will ideally be an experienced Financial Adviser with:

Strong client relationship and communication skills

Solid SMSF and investment knowledge

Experience managing an established client portfolio

A commercial mindset and ability to convert new opportunities

An interest in mentoring and developing junior team members

A desire to join an ambitious, growing advice business

If you're looking for a senior advice opportunity offering an established book, strong referral flow, excellent earning potential and the opportunity to mentor future Advisers , we'd love to hear from you.

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📌 Senior Financial Adviser – Established Client Base (Brisbane City)
🏢 Berritta Consulting
📍 Brisbane City