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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.
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.
Ability to kickstart a rewarding career in financial advice
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;
- 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
Robust analytical and problem-solving skills
Client focused
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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Your application will include the following questions:
- Which of the following statements best describes your right to work in Australia?
- What’s your expected annual base salary?
Australia's largest national full-service retail stockbroking and wealth management network with over 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories. Over 35 years of industry experience direct access to all securities listed on the Australian Securities Exchange (ASX) and the National Stock Exchange of Australia (NSX). Track record of establishing long-term client relationships award-winning research team providing research on a wide range of ASX listed companies and regular market updates top-ranked small and mid cap corporate finance house clients benefit from new investment opportunities including initial public offers and other capital raisings administered by our corporate finance team specialist small and mid cap institutional sales team with direct access to all of Australia's leading fund managers Source: This is an extract from the company's own website.
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📌 Trainee Financial Adviser
🏢 Morgans Financial
📍 Mackay Regional