Financial Adviser (Client Manager)

Berritta Consulting
Brisbane, QLD
A$120,000-$130,000 p/a
Banking & Financial Services → Financial Planning
Full-time
On-site

Posted 3 days ago


Fantastic large company with premium client base and referral networks

Client Manager to look after a book of long term clients path to partnership

Maybe someone running a small business / book looking to be part of a larger company
Local networking would be ideal

Take over some of the current partners client base

Long term Path to partnership / Merge or Buy fees

Our client is a fantastic Financial Services company with a proven track record and growing.

They have a great team culture and are big on developing their staff.

About the role:

Holistic advice

Full administration support provided

The company has been in operation for many years and growing rapidly

Long term loyal clients and huge referral networks

Maybe someone running a small business / book looking to be part of a larger company
Local networking would be ideal

Opportunity to lead and build that office location long-term development plan

Take over some of the partners client base

Long term Path to partnership / Merge or Buy fees

About you:

5 to 10+ years’ experience as an Adviser

High attention to detail

Ability to multitask and good organisational skills

Ambition drive and motivation

Salary is dependent on experience, starting from $120k to $140k + Super + BONUS

Please send CV to [email protected]


About Berritta Consulting

Brisbane, QLD, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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