17 Sep
|
FAAA Board, Financial Advice Association of Australia
|
Erakala
17 Sep
FAAA Board, Financial Advice Association of Australia
Erakala
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 (Erakala)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Erakala