Description
Just completed your Professional Year or about to finish?
Ready to step into a genuine client-facing Adviser role?
Want real mentoring, quality clients and long-term growth?
The Opportunity
This is a rare opportunity for a newly qualified or near-qualified Adviser to step into a boutique financial planning firm focused on delivering holistic, client-first advice.
You’ll transition from support into a client-facing role quickly, with structured mentoring and the opportunity to build long-term relationships with clients from day one.
Why This Role Stands Out
Ideal for someone just completed or nearing completion of their PY
Fast-tracked into client meetings (within 3–6 months)
Work alongside experienced Advisers with strong mentoring
Exposure to high-quality, holistic advice strategies
Clear pathway to managing your own clients
Potential long-term equity / ownership opportunity
The Role
You’ll bridge the gap between support and full advice:
Attend and progressively lead client meetings
Assist in developing and delivering strategic advice
Prepare and present Statements of Advice (SOAs)
Manage implementation across super, investments and insurance
Build and maintain strong client relationships
Work closely with senior Advisers on complex strategies
About You
Recently completed or about to complete your Professional Year (PY)
Minimum 3–5 years’ experience in financial planning (Associate / CSO / Paraplanning)
Degree qualified and meeting FASEA education requirements
Strong technical knowledge across super, investments and insurance
Confident communicator with a genuine passion for advice
Motivated to step into a client-facing Adviser role
Career Pathway
This role is designed to launch your Adviser career:
Structured transition into managing your own client base
Ongoing mentoring from experienced Advisers
Opportunity to specialise and develop your niche
Long-term progression with potential equity participation
The Environment
Boutique, high-performing firm focused on quality advice and long-term relationships
Collaborative and supportive team culture
Strong focus on professional development and growth
Exposure to complex, rewarding client scenarios
Salary is dependent on experience
Please send CV's to gemma@berrittaconsulting.com.au
