Paraplanner

The Morgans office within the Toowoomba region was established in 1988 and is operated by Chalk Capital. With their roots in Toowoomba, the office also services the broader Darling Downs with regular visits to Stanthorpe, Goondiwindi, and Western Queensland

What you will be doing

• Prepare Statement of Advice documents for new and existing clients 
• Timely delivery of Statement of Advice documents ensuring all legislative and regulatory guidelines are met
• Support advisers with administration of clients services and ongoing work flow/time management
• Maintain detailed and technical working knowledge of all Financial Planning issues 
• Working collaboratively within a team to service new and existing clients 

What you will bring

• Completion or studying towards completion of relevant degree
• Strong knowledge of the finance industry and a willingness to assist the team to increase overall technical capability
• Excellent written and verbal communication skills and a high attention to detail
• Ability to build and maintain strong relationships with clients and staff

This is a great opportunity at the forefront of the Wealth Management industry for someone looking for a long term position as part of a dynamic organisation!

About Morgans

Morgans is Australia’s largest national full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity. For more information, visit www.morgans.com.au.

Yes, I want to apply!

If you are interested in this role and would like to join the Morgans team, please submit your resume and cover letter by clicking “Apply” for this job. Request a copy of the position description by emailing *************@morgans.com.au