Morgans Financial Limited is a leading financial services firm providing a wide range of wealth management, investment advice and corporate finance services.
Morgans is Australia's largest national full-service stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories.
As a market leader, the talent and passion of our people is critical to our success. Together we share a common set of values that underpin our advice and services, so as to act in the best interests of our clients.
We are seeking a keen and enthusiastic applicant who can participate in the ongoing delivery of advice to our large and diverse client base.
Experience in financial advice, stockbroking and established client relationships is essential. The immediate focus will be on client servicing complimenting an experienced team.
About the role:
The role will involve working alongside a team of advisers in providing strategy and investment advice for our clients and will include:
Getting to know existing clients and develop relationships
Responding to queries from clients
Working closely with our administration staff to manage and achieve compliance requirements
Executing on market orders
Working with existing Advisers to identify strategy opportunities to enhance outcomes for clients
Maintain a thorough knowledge of, and compliance with, the licensing and professional standards
Required skills and experience:
A passion for an ongoing career in financial advice and stockbroking
Strong problem solving, research & IT skills
Excellent written and verbal communication
A willingness to continue further studies to meet FASEA requirements beyond your current degree level
We want people of all backgrounds to see themselves represented and included in our workplace all applicants are welcome! We are looking forward to receiving your CV and cover letter.
Yes, I want to apply!
To arrange a confidential conversation to learn more about this opportunity, or about Life at Morgans, please book via https://calendly.com/ashleighvm/careersatmorgans