Job Description

Financial Planner | Client Manager | High Earning Potential n

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 chance 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.

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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.

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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.

The Opportunity n

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

Exceptional Earning Potential n

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.





About You n

We are looking for someone who:

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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 strong 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.

What's On Offer? n

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 potential to take your career to the next level, we'd love to hear from you.

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📌 Financial Planner | Client Manager | High Earning Potential (City of Gold Coast)
🏢 Berritta Consulting
📍 City of Gold Coast