Job Description
Are you an experienced Financial Adviser looking to step into an established client portfolio while still having the prospect to grow your earnings and career?
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An exciting opportunity is available to join a well-established and growing financial services business with a strong advice division, quality client base and established referral network.
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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.
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The Opportunity
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You will take responsibility for an established portfolio of ongoing clients, providing strategic advice across:
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SMSFs
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Superannuation and retirement planning
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Investments and wealth creation
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Direct equities and managed investments
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Australian and international investment exposure
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Broader strategic financial planning
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Strong SMSF experience will be highly regarded, given the nature of the existing client base.
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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.
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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.
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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.
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What's On Offer?
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$160,000 + Super + attractive performance bonus
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Existing referral network and current business opportunities
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Strong SMSF and investment exposure
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Experienced support team
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Flexible start and finish times
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Supportive, social and collaborative culture
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Regular team events and activities
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Growing business with genuine long-term opportunity
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About You
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You will ideally be an experienced Financial Adviser with:
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Strong client relationship and communication skills
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Solid SMSF and investment knowledge
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Experience managing an established client portfolio
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A commercial mindset and ability to convert new opportunities
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An interest in mentoring and developing junior team members
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A desire to join an ambitious, growing advice business
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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.

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