Financial Adviser (Client Manager)

Berritta Consulting
Sydney, NSW
A$130,000-$150,000 p/a
Banking & Financial Services → Financial Planning
Full-time
On-site

Posted 10 days ago

Fantastic growing company with premium client base and referral networks

Expansion now requires a Client Manager to look after a book of long term clients

Looking to grow the business further in the years to come

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 due to expansion plans.

Growth now requires a Client Manager to look after a book of clients.

About the role:

120 clients + monthly referrals and leads provided

$700k + Reoccurring revenue

Looking for someone technically strong

The right person will be ambitious and if so will be provided the opportunity of partnership

They specialise in holistic advice

Full administration support provided

About you:

5 to 10+ years’ experience as an Adviser

High attention to detail

Ability to multitask and good organisational skills

Salary is dependent on experience, starting from $140k to $150k + 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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