Financial Adviser: Toowoomba

Location: Toowoomba

Applications close: 30 November 2020 12:00 AM

Morgans Financial Limited is Australia's largest national full-service stockbroking and wealth management network operating under its own AFSL from offices in all states and territories. We offer a complete range of financial services including stockbroking, research & strategy, superannuation, insurance, SMSFs, portfolio management, retirement planning, margin lending, fixed interest, income and corporate opportunities.

We seek to appoint an experienced and qualified adviser with a demonstrated track record to join our long established and successful office located in Toowoomba. The role requires both comprehensive financial planning skills and expertise in building and managing portfolios using direct equities, fixed income and/or managed funds.

What the position offers:
Training and compliance support
Full service stockbroking capability including corporate offerings
Direct access to research analysts as well as external research
Wealth Protection products
Broad based Approved Product Listing
Proprietary portfolio management platform
SMSF Administration
Access to major wrap accounts
Collegiate work environment along with work life balance

Requirements for the role:
Well-rounded expertise in retirement planning and all facets of superannuation
Solid grasp of investment market dynamics
Excellence in meeting client needs and the preparation of financial plans
Portfolio construction, monitoring and ongoing client liaison
Professional, polished, collaborative and congenial manner
Strong compliance ethos
Autonomous but work well within a team
Marketing, communication and presentation skills to help develop client base
A willingness to continue further studies to meet FASEA requirements beyond your current qualifications

We are looking forward to receiving your impressive CV and cover letter. 

Attractive remuneration offered for the selected candidate. 

Applications are sought from candidates that meet the above requirements and have been on the ASIC Authorised Representative register.

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