Jenner Recruitment jobs

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PARAPLANNER/ADVICE MANAGER | BRISBANE | $140K

Preparation of complex and strategic SOA's and reviews of advice documents. Guiding, coaching, mentoring other staff when necessary. Participate in Investment Committee meetings. Ensure the compliance updates are implemented withi...

CompanyJenner Recruitment
AddressBrisbane, QLD
CategorySales
Job typeFull time
Date Posted a week ago See detail

Paraplanner/Advice Manager | Brisbane | $140k

Jenner Recruitment

Brisbane, QLD

Preparation of complex and strategic SOA's and reviews of advice documents. Guiding, coaching, mentoring other staff when necessary. Participate in Investment Committee meetings. Ensure the compliance updates are implemented withi...

Office Manager - Financial Planning | Brisbane | $110k+

Jenner Recruitment

Brisbane, QLD

Supporting the management team to ensure smooth running of the firm on a daily basis. Management of invoice generation and payment. Conduct training and onboarding of new staff members. Liaise with third parties to ensure smooth o...

Financial Planning Assistant | Brisbane City | $70k

Jenner Recruitment

Brisbane, QLD

Assisting with preparation and implementation of Statements of Advice (SOAs) and Records of Advice (ROAs)Preparing review reports to present at client meetings, including both investments and wealth protection. Contacting client...

Client Service Officer | Ipswich or Brisbane | Up to $95k package

Jenner Recruitment

Brisbane, QLD

Implementation of advice. Fact finding and validation of clients. Answering phone calls. Third party agreements. Fund Manager follow up. Diary management and meeting co-ordination;. Processing and administration of applications;....

Associate Adviser | Newcastle | $100k

Jenner Recruitment

Newcastle, NSW

Preparation of accurate and compliant client reports. Work collaboratively with multiple advisers and support team to manage workflow requirements in line with business and compliance standards. Ensure all strategies are focused...

Snr Client Manager - Accounting (HNW Clients) | Brisbane | $180k

Jenner Recruitment

Brisbane, QLD

$160,000 - $190,000 a year

Working within a team environment, provide tailored solutions to a range of clients with the provision of high quality financial strategies. Interact with clients on a regular basis, to build and maintain client relationships. Pre...

Marketing Specialist | Brisbane | $100k

Jenner Recruitment

Brisbane, QLD

$75,000 - $100,000 a year

Work with the Directors of the business to ensure all marketing and promotional activities is integrated and aligned with campaigns and company focus. Develop and maintain marketing collateral. Manage scheduling of email marketing...

Senior Client Service Officer | Southside | $90k

Jenner Recruitment

Brisbane, QLD

$70,000 - $90,000 a year

Implementation of advice. Client and advisor liaison. Management of ongoing tasks through Xplan. Completion of ROA on occasion. Proactively chasing up documentation from clients, advisors and outside third parties. Undertake Clien...

Executive Assistant - Real Estate | Brisbane Inner Suburbs | $100k

Jenner Recruitment

Brisbane, QLD

Calendar management. Answering phones and handling enquiries on behalf of the Principle. Wages using Xero. Accounts Payable - Xero. Ensure that all new vendor experiences reflect their brand values and services. Event management (...

Client Service Officer | Brisbane CBD | Up to $90k - Fantastic Opportunity

Jenner Recruitment

Brisbane, QLD

$70,000 - $89,999 a year

Financial Plan recommendation support including quotations, application forms, product switches and redemptions;. Implementation of client documents;. Prepare and finalise documentation of SOA's;. Handling client enquiries and con...

Head of Operations | Brisbane | $140k

Jenner Recruitment

Brisbane, QLD

Team mentoring and leadership including training and recruitment of new staff and the setting of team objectives, monitoring individual performance and ensuring KPI's are met. Managing workflow for Financial Planning advisers and...

Career Paraplanner | West Brisbane | $110k

Jenner Recruitment

Brisbane, QLD

$100,000 - $120,000 a year

With the use of XPlan prepare SOA's and ROA's for new and existing clients. Ensure all portfolios recommended are in accordance with recommendations and meet allcompliance requirements. Ensure all strategies are focused on the cl...

Snr Client Service Officer/EA | Brisbane | $100k

Jenner Recruitment

Brisbane, QLD

$65,000 - $95,000 a year

Providingexceptional Client Serviceto both internal and external clientele. Providingfinancial planning support in the platform and SMSF area. Maintainingcontact with clientsbothface-to-faceandover the phone. Settingup...

Senior Financial Adviser - (Investment, Super, Retirement) | Mel Fringe | $180k

Jenner Recruitment

Melbourne, VIC

Have astrong customerservice-focuswithstrongcommunication skills. Have the ability to provide strategic advice to clients within SMSF and investment. Have the ability to build and maintain strong relationships. Have strong at...

Servicing Adviser/2IC | $120k package | North Sydney

Jenner Recruitment

North Sydney, NSW

Actively work in a 2IC capacity to service an existing client base and provide high-quality advice in a legally compliant manner. Prepare client files and have an understanding of client requirements prior to client interviews wit...