Financial Planning

FAAA Board, Financial Advice Association of Australia; Mackay Regional; On-site; AUD 60,000 - 80,000; Full time

Job summary

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

Qualifications

• Experience in financial planning or wealth management.
• Knowledge of SOAs/ROAs and regulatory docs.
• Understanding of superannuation and retirement planning.

Responsibilities

• Handle day-to-day client enquiries and communications.
• Coordinate client reviews and follow-up actions.
• Prepare and maintain client documentation and advice records.
• Assist with SOAs, ROAs and review documentation.
• Work with advisers to deliver timely client services.
• Ensure client records are accurate in the CRM.
• Support compliance, KYC, and regulatory documentation.
• Liaise with providers, funds, accountants and solicitors.
• Maintain confidentiality and professional client experience.
• Process account maintenance requests.

Skills

Financial Planning

Wealth Management

Client Service

CRM Systems

MS Office

Detail Orientation

Communication Skills

Tools

CRM Platforms

Microsoft Office

Job description

About the Role

We are seeking an experienced and highly organised Paraplanner/ Financial Planning Support Officer to join our financial advice team. This role is responsible for delivering exceptional client service, supporting financial advisers, coordinating advice documentation and ensuring administrative and compliance requirements are completed accurately and efficiently. As a key member of the team, you will be the primary point of contact for many clients and will play an important role in maintaining long-term client relationships while supporting the delivery of high-quality financial advice services.

Key Responsibilities

• Manage day-to-day client enquiries and communications.
• Coordinate client review meetings, appointments and follow-up actions.
• Prepare and maintain client documentation, review packs and advice records.
• Assist with the preparation and implementation of Statements of Advice (SOAs) and ongoing service reviews.
• Assisting existing support staff with more complex implementation of strategy.
• Liaise with product providers, superannuation funds, accountants and solicitors on behalf of clients.
• Ensure client records are maintained accurately within CRM systems.
• Support compliance requirements, KYC obligations and regulatory documentation.
• Process account maintenance requests and client administration activities.
• Work closely with financial advisers to ensure efficient and timely delivery of client services.
• Contribute to a professional client experience and uphold strict confidentiality standards.

Skills & Experience

• Previous experience in financial planning, wealth management or financial services administration.
• Strong understanding of financial advice processes and client service standards.
• Experience preparing SOAs, ROAs, review documentation or similar advice-related material.
• Knowledge of superannuation, SMSFs, investments and retirement planning concepts.
• Excellent written and verbal communication skills.
• Strong attention to detail and organisational ability.
• Ability to manage multiple priorities and deadlines.
• Experience using CRM systems, Microsoft Office and financial planning platforms.

Desirable

• Experience supporting sophisticated investors, SMSFs and retirement clients.
• Understanding of compliance obligations within the Australian financial advice industry.

About Morgans

Morgans is Australia's most respected 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.

What We Offer

• Collaborative team environment.
• Ongoing professional development.
• Exposure to a diverse range of financial planning strategies and clients.
• Opportunity to build a long-term career within a leading financial services organisation.