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 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.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 OpportunityYou will take responsibility for an established portfolio of ongoing clients, providing strategic advice across:SMSFsSuperannuation and retirement planningInvestments and wealth creationDirect equities and managed investmentsAustralian and international investment exposureBroader strategic financial planningStrong 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 bonusExisting referral network and new business opportunitiesStrong SMSF and investment exposureExperienced support teamFlexible start and finish timesSupportive, social and collaborative cultureRegular team events and activitiesGrowing business with genuine long-term opportunityAbout YouYou will ideally be an experienced Financial Adviser with:Robust client relationship and communication skillsSolid SMSF and investment knowledgeExperience managing an established client portfolioA commercial mindset and ability to convert new opportunitiesAn interest in mentoring and developing junior team membersA desire to join an ambitious, growing advice businessIf 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)
🏢 Berritta Consulting
📍 Brisbane