Financial Planner

2 days ago


Sydney, New South Wales, Australia Berritta Consulting Full time $140,000 - $165,000 per year
  • Financial Planner (Transition to equity from retiring partner)

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

Currently looking for a Financial Planner due to a retiring partner

About the role:

Team of 10+

Office based role

Nice office / open plan

Team events quarterly

Path to partnership (Equity and banks ready to finance the ownership)

80 clients handed over due to retiring partner

1.5m recurring revenue (Advice + 400k insurance)

HNW clients and younger professionals

3 to 4 client leads per week to be closed

5+ Years experience

Full support in place

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



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