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 chance 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 Opportunity
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
Strong 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
Strong 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.
#J-*****-Ljbffr

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