At a Glance
- Tasks: Support a dynamic financial planning team with client administration and implementation.
- Company: Boutique financial planning practice focused on client satisfaction and staff culture.
- Benefits: Competitive salary up to $105k and a supportive work environment.
- Other info: Great opportunity for career growth in a positive and collaborative atmosphere.
- Why this job: Join a passionate team dedicated to helping clients achieve their financial dreams.
- Qualifications: 2-5 years in client service within financial planning; Xplan software experience required.
The predicted salary is between 94500 - 115500 $ per year.
Exclusive to Jenner Recruitment, we are looking for an experienced Senior Client Service Officer to join a busy Financial Planning practice. Our client is a boutique financial planning practice looking for a full-time Snr Client Service Officer to assist their successful financial planning team. This business prides itself on ensuring their clients enjoy all that life has to offer without having to worry about the future, as well as providing a great culture for all staff to enjoy. Their goal is to provide their clients with optimum outcomes in areas such as risk, superannuation, wealth creation, and retirement planning to achieve their financial planning dreams. If the positive client experience is your priority, you will fit in beautifully.
The Role
Your focus is providing implementation and administrative support to the financial planning team. This is a senior role in the business and will come with all the normal Client Service duties. Duties include, but are not limited to:
- Preparing review packs for existing clients
- Preparation of documentation and system data for new clients
- Implementation of advice
- Fact finding and validation of clients
- Diary management and meeting co-ordination
- Processing, implementation and administration of applications
- Client database management
- Administrative support and general office duties when required
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 would be an advantage but not necessary with relevant experience
- Xplan software experience is essential
- Excellent communication and people skills
- Strong computer and Microsoft Office suite experience
Snr Client Service Officer – 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.
