Description
Graduate Paraplanner / Financial Planning Assistant
Are you the newest member of our Morrows One Team?
Join Morrows OneTeam — a growing, multi-disciplinary firm that walks beside clients across accounting, tax, legal, lending and wealth. We're seeking an energetic Graduate Paraplanner / Financial Planning Assistant to support our Private Wealth team and help deliver superior client outcomes.
About the role
You'll provide paraplanning and administration support across the adviser team, helping prepare compliant advice documents and managing client application workflows. This is a handson, allround role ideal for someone who has recently completed a business degree or a Graduate Diploma of Financial Planning.
Key responsibilities
Draft and prepare Statements of Advice (SoA) and Records of Advice (RoA) based on adviser strategies, ensuring compliance and accuracy.
Prepare, process and track client application forms, fee forms and superannuation rollovers
Complete premeeting preparation and support client meetings.
Liaise with clients and third parties by phone and email; keep client records current.
Provide proactive, timely support to advisers with adhoc queries, reporting and implementation.
Perform general office duties (scanning, printing, filing, mail, phones).
Maintain data integrity using systems including Xplan, Salesforce and BOX.
About you
Tertiary qualification in Finance, Commerce, Economics or related discipline.
Some prior work experience.
Intermediate to advanced Excel skills and strong attention to detail.
Right to work in Australia and willingness to undertake a criminal record check.
Interest in leveraging AI and automation to improve processes.
Experience with Xplan or similar financial planning platforms is desirable.
Why join the Morrows One Team?
A market leader in flexibility – Work from home 2 days per week plus, flex your hours to suit your life – work anytime between 7am and 7pm (after your first six months)!
Culture – Morrows is an inclusive, supportive and gender balanced employer. Our culture recognises and rewards your contributions, high performance and commitment to be willing to realise our vision.
Work with an energetic team – Enjoy social club, monthly cupcakes, annual social events, and morning teas with your brand-new work BFFs!
Be cutting edge – We are implementing new technologies and are always discovering new ways of working. We pride ourselves on being innovative and encourage feedback from everyone!
Enjoy the perks - Receive paid study support, cash for referrals, paid professional memberships, health and well-being programs!
Prestige location – Our office has a prime position on the banks of the Yarra River located on the lands of the Wurundjeri people of the Kulin Nation. Within a few minutes' walk of Flinders Street Station and the CBD with excellent access to all forms of public transport, great cafes, restaurants and bars.
Please note: Morrows is an equal opportunity employer and committed to creating an inclusive culture. If you need adjustments for the recruitment process or workplace, contact peopleandculture@morrows.com.au.
How to apply
Click the 'apply' button and submit your CV, cover letter and any relevant academic transcripts.
If shortlisted, you'll receive a phone call from People & Culture within 5 business days.
Successful candidates must undertake a criminal record check and provide proof of right to work in Australia.
We are not accepting agency applications at this time.
