FAAA Board, Financial Advice Association of Australia
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North Mackay
17 Sep
FAAA Board, Financial Advice Association of Australia
North Mackay
Job Description
Morgans is seeking an experiencedParaplanner/FinancialPlanning 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
📌 Paraplanner: Client-Focused Financial Planning Support (North Mackay)
🏢 FAAA Board, Financial Advice Association of Australia
📍 North Mackay
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