Exclusive to Jenner Recruitment, our client is looking for an Client Service Officer to join their highly skilledprofessional team.
Our Client
Our client is a highly respected boutique financial planning group and are renowned for their solid business model and exceptional advice.
They have a strong reputation in delivering exceptional financial services to their clients.
Their clients benefitfrom 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 thattheir 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 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; and
- 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 andhave workedas part of a team.
You will also need the following experience:
- 2-5 yearsexperience working 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; and
- Strong computer and Microsoft Office suite experience.
#J-18808-Ljbffr
Client Service Officer | Brisbane CBD | $105k 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.
