Professional Year – Expression of Interest
Core
A 12-month supervised experience program for aspiring financial advisers to transition from support roles to delivering client advice.
Role type
Professional Year Program participant (provisional financial adviser)
Builds
Client financial advice and wealth management strategies
Domain
Financial planning and wealth management
Deliverable
client delivery
Required skills
financial planning knowledge, client communication, research and strategy discussion, compliance adherence, record management
Preferred skills
prior experience in financial planning/wealth/stockbroking, passion for client outcomes, proactive ownership
Technologies
Morgans research tools, investment insights systems, client management systems
Responsibilities
Prepare for and attend client/prospect meetings, support advice preparation and research, implement advice recommendations, manage client communications, maintain accurate client records
Seniority
Entry-level, supervised trainee