Paraplanner: Client-Focused Financial Planning Support

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

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