Take over an established portfolio and join a successful advice business where long-term client relationships come first.
Established portfolio of ongoing clients
Holistic advice across wealth creation, superannuation and retirement
Strong support structure allowing you to focus on advice
Long-term career and growth opportunity
Take over an established portfolio and join a successful advice business where long-term client relationships come first.
Established portfolio of ongoing clients
Holistic advice across wealth creation, superannuation and retirement
Strong support structure allowing you to focus on advice
Long-term career and growth opportunity
The Opportunity
An excellent opportunity has become available for an experienced
Financial Adviser
to join an established and growing financial planning business.
You will step into an existing portfolio of long-term clients, building trusted relationships and providing tailored advice across different stages of their financial journey.
The role will see you:
Take ownership of an established portfolio of ongoing clients
Develop genuine, long-term relationships with clients
Deliver holistic strategic advice across wealth creation, superannuation, investments, retirement planning and personal insurance
Conduct ongoing reviews and ensure strategies continue to align with clients' changing goals
Identify opportunities to strengthen and expand existing client relationships




Develop new business through referrals and professional networks
Work closely with an experienced support team across paraplanning, implementation and administration
Focus your time on advice, strategy and client relationships rather than administration
About You
We are looking for an Adviser who:
Has proven experience providing holistic financial advice
Is confident managing an existing portfolio of clients
Builds strong and genuine client relationships
Has sound technical knowledge across superannuation, investments, retirement and wealth creation strategies
Can explain complex strategies in a clear and relatable way
Enjoys working collaboratively with a broader advice and support team
Takes pride in delivering high-quality, personalised advice
Is looking for a long-term opportunity within an established business
What's on Offer
Established client portfolio from day one
Strong pipeline of ongoing and referral-based opportunities
Experienced paraplanning and client service support
Opportunity to focus on clients and strategic advice
Broad holistic advice exposure
Supportive and collaborative team workplace
Long-term career progression
Competitive salary package based on experience
If you're an experienced Financial Adviser looking to inherit an established client portfolio while continuing to develop your career within a supportive advice business, we'd love to hear from you.
#J-*****-Ljbffr

📌 Senior Financial Planner (Client Manager + Referral Networks) (Newcastle)
🏢 Berritta Consulting
📍 Newcastle