Paraplanner: Client-Focused Financial Planning Support (Mackay)

Paraplanner: Client-Focused Financial Planning Support (Mackay)

17 Sep
|
FAAA Board, Financial Advice Association of Australia
|
Mackay

17 Sep

FAAA Board, Financial Advice Association of Australia

Mackay

Morgans is seeking an experienced Paraplanner/Financial Planning Support Officer to join our Australian advice team in Mackay. You will deliver exceptional client service, support financial advisers, and coordinate advice documentation while ensuring compliance and admin accuracy.

This role is pivotal in maintaining long-term client relationships and delivering high-quality financial guidance. Key duties include preparing SOAs/ROAs, coordinating reviews, maintaining CRM records, liaising with

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📌 Paraplanner: Client-Focused Financial Planning Support (Mackay)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Mackay

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