Client Service & Admin Specialist - Financial Planning

Jenner Recruitment Pty; Brisbane; On-site; AUD 60,000 - 78,000; Full time

Job summary

Jenner Recruitment Pty is looking for a Client Service Officer to join their boutique financial planning team in Brisbane. You will provide implementation and administrative support to the financial planning group, handling diary management, applications processing, client data entry and office duties.

The ideal candidate will have 2-5 years' experience in client service within financial planning, RG146 or relevant qualification, SMSF experience preferred, and strong communications and MS Office

Qualifications

• 2-5 years' experience as a Client Service Officer in the financial planning industry.
• RG146 qualification and/or relevant tertiary qualification preferred.
• SMSF experience preferred but not essential.
• Xplan software experience preferred.
• Excellent communication and people skills; strong computer and MS Office skills.

Responsibilities

• Implementation of advice and client servicing.
• Fact finding and validation of clients.
• Diary management and meeting coordination.
• Processing and administration of applications.
• Client database management and record keeping.
• Administrative support and general office duties.

Skills

Communication skills

MS Office

Xplan software

SMSF knowledge

Diary management

Education

RG146 qualification

Relevant tertiary qualification

Tools

Xplan

Job description

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.

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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