Job Description

Financial Planner | Client Manager | High Earning Potential

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Are you an ambitious Financial Adviser who enjoys building relationships, winning new clients and growing a high-quality advice book?

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An exciting opportunity has become available to join a large, established and growing financial services businesswith a significant existing client base and a highly successful advice division.

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This is an excellent opportunity for an Adviser with approximately 2–10+ years of experiencewho has developed strong technical foundations and is now looking for a platform where they can accelerate their career and earning potential.

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Unlike many Adviser roles, you won't be expected to generate every opportunity yourself. The business has a strong lead-generation model and an extensive existing client base, providing Advisers with a consistent pipeline of opportunities.

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The Opportunity

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You will inherit an existing client book,

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You will provide holistic strategic advice across areas including:

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- Superannuation and retirement planning
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- Investments and wealth creation
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- Personal insurance
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- SMSFs
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- Strategic financial planning
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- Ongoing wealth management and client reviews
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Exceptional Earning Potential

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A highly attractive performance bonus structure, providing the opportunity to earn 40% above your validation hurdle.

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For high-performing Advisers who successfully build and manage their client base,



the earning potential is substantial.

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About You

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- Has approximately 2–10+ years' experience as a Financial Adviser
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- Is appropriately qualified to provide financial advice in Australia
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- Has robust holistic financial planning knowledge
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- Is confident conducting client meetings and presenting advice
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- Has a commercial, growth-focused mindset
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- Enjoys converting new client opportunities and developing relationships
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- Is motivated by performance and financial reward
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- Wants to build a substantial long-term client portfolio
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You do not need to bring a client book with you.

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What is important is having the drive, communication skills and ability to convert opportunities when they are provided.

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What's On Offer?

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- Highly attractive performance bonus structure
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- Existing client book provided from commencement
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- Large existing client base providing further opportunities
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- Build your portfolio progressively as your capacity increases
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- Strong administrative and operational support
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- Holistic advice environment
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- Established and growing financial services business
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- Genuine opportunity to build a highly successful long-term career
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If you're an ambitious Financial Adviser looking for a business that can provide the clients, leads, infrastructure and earning potentialto take your career to the next level, we'd love to hear from you.

📌 Financial Planner | Client Manager | High Earning Potential (Victoria)
🏢 Berritta Consulting
📍 Victoria