Work closely with a Senior Partner to build professional referral networks, generate new business and play a key role in the continued expansion of an established financial planning firm.

- Work directly alongside a Senior Partner to drive business growth

- Build and develop professional referral networks

- Generate new client opportunities through strategic relationships

- Long-term career opportunity with genuine growth potential

The Opportunity An exciting opportunity has become available for an experienced Financial Planner to join an established and growing financial planning business.

Working closely with a Senior Partner, you will play a key role in expanding the firm's presence, developing professional referral networks and generating current business opportunities.

This position is ideally suited to a commercially minded Adviser who enjoys building relationships, developing new business and contributing to the long-term growth of a successful advice firm.

The role will see you:

- Work closely with the Senior Partner to identify and develop new business opportunities

- Build and maintain strong referral relationships with accountants, solicitors and other professional partners

- Proactively expand the firm's professional network and market presence

- Convert referral opportunities into long-term client relationships

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

- Develop and implement strategies to support ongoing business growth

- Identify opportunities to strengthen existing referral partnerships and establish new relationships

- Collaborate with an experienced advice and support team to deliver high-quality client outcomes





- Play an active role in the continued growth and expansion of the business

About You

We are looking for an experienced Financial Planner who:

- Has proven experience delivering holistic financial advice

- Has a strong commercial mindset and genuine interest in business development

- Enjoys networking, building professional relationships and generating new business

- Has experience developing referral partnerships or an established professional network

- Is confident engaging with accountants, solicitors and other referral partners

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

- Is proactive, personable and confident representing the business in the market

- Enjoys working collaboratively with senior leadership to achieve business growth objectives

- Is seeking a long-term opportunity to make a meaningful contribution to an established business

What's on Offer

- Opportunity to work directly alongside an experienced Senior Partner

- Key role in developing referral networks and driving new business growth

- Established and reputable financial planning business

- Opportunity to contribute to the strategic growth and expansion of the firm

- Experienced paraplanning and client service support

- Broad holistic advice exposure

- Collaborative and supportive team environment

- Genuine long-term career and leadership potential

- Competitive salary package based on experience

If you're an experienced Financial Planner who enjoys building professional relationships, developing referral networks and driving new business, this is an excellent opportunity to work alongside a Senior Partner and play an integral role in the future growth of an established advice firm.

To find out more, please send your CV to *@berrittaconsulting.com.au.

📌 Financial Planner (Business Development & Growth) (Sydney)
🏢 Berritta Consulting
📍 Sydney