Financial Planner | Client Manager | High Earning Potential
Are you an ambitious Financial Adviser who enjoys building relationships, winning new clients and growing a high-quality advice book?
An exciting opportunity has become available to join a
large, established and growing financial services business
with a significant existing client base and a highly successful advice division.
This is an excellent opportunity for an Adviser with approximately
2–10+ years of experience
who has developed strong technical foundations and is now looking for a platform where they can accelerate their career and earning potential.
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.
The Opportunity
You will inherit an
existing client book
,
You will provide holistic strategic advice across areas including:
Superannuation and retirement planning
Investments and wealth creation
Personal insurance
SMSFs
Strategic financial planning
Ongoing wealth management and client reviews
Exceptional Earning Potential
A highly attractive performance bonus structure, providing the opportunity to earn
40% above your validation hurdle
.
For high-performing Advisers who successfully build and manage their client base,



the earning potential is substantial.
About You
Has approximately
2–10+ years' experience as a Financial Adviser
Is appropriately qualified to provide financial advice in Australia
Has strong holistic financial planning knowledge
Is confident conducting client meetings and presenting advice
Has a commercial, growth-focused mindset
Enjoys converting new client opportunities and developing relationships
Is motivated by performance and financial reward
Wants to build a substantial long-term client portfolio
You do not need to bring a client book with you.
What is important is having the drive, communication skills and ability to convert opportunities when they are provided.
What's On Offer?
Highly attractive performance bonus structure
Existing client book provided from commencement
Large existing client base providing further opportunities
Build your portfolio progressively as your capacity increases
Solid administrative and operational support
Holistic advice environment
Established and growing financial services business
Genuine opportunity to build a highly successful long-term career
If you're an ambitious Financial Adviser looking for a business that can provide the
clients, leads, infrastructure and earning potential
to take your career to the next level, we'd love to hear from you.
#J-*****-Ljbffr

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