Financial Adviser

2 days ago


Perth, Western Australia Berritta Consulting Full time $120,000 - $140,000 per year
  • Adviser with 2+ years experience or currently a Number 2 Adviser looking after a small book of clients
  • Fantastic growing company with premium client base and referral networks
  • Big on technology, once the client is plugged in to their systems life gets easier
  • Using AI to scale the company
  • Full Advice model and estate planning

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 and build further with their referral networks.

About the role:

  • Looking for someone technically strong
  • They specialise in holistic advice
  • Big on technology, once the client is plugged in to their systems life gets easier
  • Using AI to scale the company
  • Full administration support provided
  • Busy team of high performers
  • Small book of clients but build the client base further
  • Client leads ready for development
  • 2 to 5+ years experience

About you:

  • Big on technology, once the client is plugged in to their systems life gets easier
  • Using AI to scale the company
  • High attention to detail
  • Ability to multitask and good organisational skills

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

Please send CV to


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