Financial Advisor Assistant

Description:

At Morgans, we value our people and community:

• Benefits & Perks: We offer attractive benefits including a newly refurbished office, family-friendly office space, team member referral bonus and recognition and rewards.

• Culture and Stability: Experience a strong sense of belonging. Our human-first culture is built on communication, with an open-door policy, regular team events and networking opportunities.

• Flexible Work Options: Enjoy a healthy work-life balance with flexible work arrangements.

• Make a Difference: We are passionate about helping our clients succeed and actively support various charities and community organisations.

• Grow Your Career: We offer a supportive and collaborative work environment with opportunities for professional development, leadership development, and one-on-one mentoring.

The Financial Advisor Assistant provides support to both the Advisor and Branch Manager. Key responsibilities include maintaining a comprehensive understanding of current market trends, product offerings, and industry updates. Additionally, the role encompasses essential administrative tasks, including accurate client data entry, and the processing of account opening and wealth management forms.

This role provides valuable experience and training, designed to prepare you for a career as a Financial Advisor.

Skills and experience:

• Bachelor's degree, ideally in a field like Business (Finance), Accounting, or Financial Planning or a Graduate Diploma in Financial Planning
• Experience across XPLAN, or/and BT, HUB24, Netwealth (preferred)
• A keen interest in the stock market and investing
• Some experience in financial advice, planning or stock markets
• Self-motivated and deadline-driven
• Patience and a desire to learn and develop

About Morgans

Morgans is Australia's largest national full-service retail stockbroking and wealth management firm, with more than 300,000 clients, 500 authorised representatives and 850 staff, operating from 58 offices in all states and territories.

The Morgans Bundaberg branch is affiliated with Ulton. So by joining our Morgans Bundaberg team, you will enjoy team member benefits including an active Social Club, Corporate Events (Dinners, Race Days), Professional Development support and much more. See the video below for a preview of what it is like to work for Morgans.

We would love to hear from you! Please provide a cover letter and a CV .