Financial Planner - Client Manager

Berritta Consulting

Adelaide, SA

Financial Planning (Banking & Financial Services)

Full-time

$120,000–$140,000 per year

Are you ready to take ownership of a thriving client book and do your best work in a supportive, boutique environment?

Review the adviser role

We have an outstanding opportunity for a seasoned financial planner to join a well-regarded boutique practice with a strong track record of client success. This role involves managing a substantial existing book of long-standing clients while continuing to deliver high-quality, personalized advice.

You’ll step into a collaborative environment with excellent back-office support, allowing you to focus on strategic advice and deepening client relationships. The firm values integrity, transparency, and empowering clients to make informed financial decisions.

What You’ll Be Doing

Manage and service a large, well-established client base across diverse financial needs

Provide strategic advice on superannuation, investments, insurance, and retirement planning

Build deep, trusted relationships and proactively identify advice opportunities

Collaborate with experienced paraplanners and client service professionals

Contribute to internal development initiatives and mentor junior staff where appropriate

What we’re looking for

5 to 10+ years’ experience as a Financial Adviser

Proven ability to manage a large client base while maintaining strong relationship quality

Relevant degree qualifications, a completed professional year, and listed on the FAR

Exceptional interpersonal and communication skills

Professional, ethical, and client-centric advice approach

Salary is dependent on experience.

NOTE: Never make payment to any employer, person, company, contractor or agency to get hired for a Job.

Send CVs to: david@berrittaconsulting.com.au