Job Description

Take over an established portfolio and join a successful advice business where long-term client relationships come first.

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Established portfolio of ongoing clients

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Holistic advice across wealth creation, superannuation and retirement

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Strong support structure allowing you to focus on advice

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Long-term career and growth opportunity

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Take over an established portfolio and join a successful advice business where long-term client relationships come first.

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Established portfolio of ongoing clients

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Holistic advice across wealth creation, superannuation and retirement

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Strong support structure allowing you to focus on advice

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Long-term career and growth opportunity

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The Opportunity n

An excellent opportunity has become available for an experienced Financial Adviser to join an established and growing financial planning business.

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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.

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The role will see you:

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Take ownership of an established portfolio of ongoing clients

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Develop genuine, long-term relationships with clients

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Deliver holistic strategic advice across wealth creation, superannuation, investments, retirement planning and personal insurance

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Conduct ongoing reviews and ensure strategies continue to align with clients' changing goals

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Identify opportunities to strengthen and expand existing client relationships

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Develop new business through referrals and skilled networks

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Work closely with an experienced support team across paraplanning, implementation and administration

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Focus your time on advice, strategy and client relationships rather than administration

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About You n

We are looking for an Adviser who:

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Has proven experience providing holistic financial advice

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Is confident managing an existing portfolio of clients

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Builds strong and genuine client relationships

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Has sound technical knowledge across superannuation, investments, retirement and wealth creation strategies

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Can explain complex strategies in a clear and relatable way

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Enjoys working collaboratively with a broader advice and support team

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Takes pride in delivering high-quality, personalised advice

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Is looking for a long-term opportunity within an established business

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What's on Offer n

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Established client portfolio from day one

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Strong pipeline of ongoing and referral-based opportunities

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Experienced paraplanning and client service support

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Opportunity to focus on clients and strategic advice

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Broad holistic advice exposure

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Supportive and team-oriented team environment

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Long-term career progression

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Competitive salary package based on experience

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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.

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