Jenner Recruitment is exclusively representing a boutique financial planning practice on Brisbane's Northside, seeking a Paraplanner and Client Service Officer. The role requires delivering high-quality SOAs and supporting advisers in a polished, client-centric environment.
You will be involved in risk, superannuation, SMSF, margin lending and investment work, with senior support for complex plans. A strong focus on organisation, accuracy and client service is essential.
Senior Paraplanner & Client Service Specialist employer: Jenner Recruitment
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 genuinely cares for its staff while delivering tailored financial strategies to clients.
