At a Glance
- Tasks: Support financial planners with admin tasks and client management.
- Company: Boutique financial planning group known for exceptional service.
- Benefits: Warm work environment, appreciation for efforts, and career growth.
- Other info: Strong communication skills and proficiency in Microsoft Office required.
- Why this job: Join a respected team and make a real difference in clients' financial lives.
- Qualifications: Experience as a Client Service Officer in financial planning is essential.
The predicted salary is between 47250 - 57750 $ per year.
Exclusive to Jenner Recruitment, our client is looking for a Client Service Officer to join their highly skilled professional team.
Our Client
Our client is a highly respected boutique financial planning group and is renowned for their solid business model and exceptional advice. They have a strong reputation in delivering exceptional financial services to their clients. Their clients benefit from having access to the full range of advice including Wealth Accumulation, Superannuation, SMSF, Retirement Planning, Estate Planning, Risk and Business Insurances. They have a strong understanding that their staff are paramount to their business, and the care and dedication that they take towards their staff ensures a warm friendly working environment.
The Role
Your focus is providing implementation and administrative support to the financial planning team. Duties include, but are not limited to:
- Implementation of advice
- Fact finding and validation of clients
- Diary management and meeting co-ordination
- Processing and administration of applications
- Client database management
- Administrative support and general office duties
About You
To be considered for this role, you will have previous experience as a Client Service Officer within the financial planning industry and have worked as part of a team. You will also need the following experience:
- 2-5 years experience working as a Client Service Officer within the Financial Planning industry
- RG146 qualification and/or a relevant tertiary qualification is preferred
- SMSF experience is preferable but not essential
- Xplan software experience preferred
- Excellent communication and people skills
- Strong computer and Microsoft Office suite experience
If you are looking for a role where you will be genuinely appreciated for your efforts, please call Christine Jenner on 0447 444 *** or email *********@jennerrecruitment.com.au for a confidential discussion.
Who is Jenner Recruitment?
We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning, Wealth Management and Accounting sectors. With over 48 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.
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Client Service & Admin Specialist in Brisbane employer: Jenner Recruitment Pty
Join a highly regarded boutique financial planning business in Brisbane, where your expertise as a Senior Financial Adviser will be valued and nurtured. With a strong commitment to employee growth, this firm offers ongoing training and dedicated support, fostering a collaborative and friendly work culture that prioritises exceptional client service. Experience the satisfaction of working in an environment that truly cares for its people while delivering tailored financial strategies to clients.
