Trainee Financial Adviser

5 days ago

Mackay, Queensland, Australia Morgans Financial Limited Full time $50,000 - $80,000 per year

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

The Opportunity

The Morgans Mackay Branch is currently seeking a full-time Trainee Adviser / Adviser Assistant. This position is well suited to someone who wants to become a Financial Adviser and has either completed a bachelor's degree or equivalent in business, commerce, accountancy, or finance; or has extensive experience in the financial services industry. A part time role will be considered for the right candidate who is currently in the process of completing a degree.

Benefits

  • Ability to kickstart a rewarding career in financial advice
  • Established client base
  • Ability to undertake a professional year to meet FASEA requirements
  • Strong mentoring and professional development programs to assist in shaping you to become a qualified adviser

What you will be doing

The successful candidate will undertake a structured long term career plan while initially assisting in the day-to-day operations of our business which include;

  • Supporting Adviser's administration needs
  • Telephone answering and general reception/office duties
  • Providing direct assistance to clients with general administration needs
  • Preparation of client and other various correspondence
  • Arranging, and preparing for, client review meetings and implementing advice
  • Maintenance of client records; and
  • Providing information on companies, stock prices etc. to clients

What you will bring

  • A relevant bachelor's degree in business, commerce, finance, accountancy or extensive industry experience and a desire to complete further academic study to meet the FASEA requirements.
  • An understanding and interest of financial markets and their operation
  • Excellent communication and relationship building skills
  • Strong analytical and problem-solving skills
  • Client focused
  • Proficient computer skills
  • Self-motivated and deadline driven
  • Must have the ability to work autonomously as well as within a team
  • Positive attitude and great sense of humour

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.

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