- Are you a newly qualified Financial Planner ready to take ownership of client relationships and build your advice career?

- Just finished PY or 1/2 years as an Adviser

- Are you a number 2 to a current senior adviser and want a pathway way to run your own book

- An exciting opportunity has become available to join an established private wealth business entering a new phase of growth and expansion.

Working directly alongside a highly experienced Financial Adviser, this role is ideal for an authorized representative / newly qualified Financial Planner who is technically strong and ready to step into a client-facing advice position.

The Opportunity

As a Financial Planner, you will:

- Work closely with a highly experienced Adviser to provide holistic financial advice

- Manage and develop relationships with an existing client base

- Conduct client meetings and provide ongoing strategic advice

- Benefit from a strong flow of leads and referrals

- Develop advice strategies tailored to clients' individual goals

- Work alongside an experienced support team to ensure a high level of client service

- Build your confidence, technical capability and client management skills

- Have the opportunity to grow your responsibilities as the business continues to expand

About You





We are looking for someone who:

- Is a qualified Financial Planner and ready to provide advice

- Is an Authorized Representative or ready to become authorised

- Has completed their Qualified Year and is ready for the next step

- Has strong technical financial planning knowledge

- Is confident building relationships and communicating with clients

- Wants to develop within a supportive private wealth environment

- Is looking for a long-term opportunity with genuine career progression

Why Consider This Opportunity?

- Established client relationships to work with and manage

- Strong pipeline of leads and referrals

- Direct mentorship from an experienced Financial Adviser

- Excellent support structure around the advice team

- Collaborative and welcoming team culture

- Modern CBD office with excellent public transport access

- Flexible start and finish times

- Growing business with plenty of room for future career development

This is an excellent opportunity for a newly qualified Financial Planner who has built a strong technical foundation and is now ready to take the next step into managing clients and delivering advice.

📌 Newly qualified Financial Planner (Leads and Referral networks) (Sydney)
🏢 Berritta Consulting
📍 Sydney