Associate or Just Completed PY
Berritta Consulting
Posted 2 days ago
Are you an aspiring Financial Adviser ready to take the next step in your career? We are working with a leading financial planning firm in Brisbane offering excellent development pathways for Associate Advisers at different stages.
Associate Adviser – Ready to Start PY
Join a collaborative and supportive team where you’ll receive one-on-one mentoring and full exposure to the advice process. You’ll attend client meetings, assist in strategy development, and be supported through your Professional Year.
Associate Adviser – Completed PY, Ready to Take On Clients
Step into a client-facing role with an established book ready to be transitioned to you. Ideal for someone who has just completed their PY and is eager to deliver holistic advice and build trusted relationships.
What We’re Looking For:
Relevant qualifications (Graduate Diploma in Financial Planning or equivalent)
Completed or near commencement/completion of Professional Year
Excellent communication and interpersonal skills
Strong attention to detail and a genuine interest in helping clients
Experience using financial planning software (e.g., Xplan or similar) is advantageous
What’s on Offer:
Full mentoring and support through your PY (if applicable)
Clear development pathway into a Financial Adviser position
Opportunities to work closely with experienced Advisers and clients
Flexible working arrangements and a supportive team culture
Long-term growth and career stability
Salary depending on experience, please send CV's to [email protected]
About Berritta Consulting
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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