Address
Form of workExclusive to Jenner Recruitment we are looking for a Client Service Officer for an exceptional boutique business within the Financial Planning industry.
Our Client
Our client is a boutique financial planning practice who is looking for a full-time Client Service Officer to assist their successful financial planning team.
This business prides themselves 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 be there with their clients every step of the way on their journey to retirement and beyond and provide financial advice that turns their objectives into reality.
The Role
Your focus is providing implementation and administrative support to the financial planning team. This role in the business and this will come with all the normal Client Service duties along with extended knowledge of the industry.
The option is also there for you to work from either their Ipswich or inner-city offices.
Duties include, but not limited to:
- 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;
- 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 and have worked as part of a team.
Ideally, you will also need the following experience:
- At least 2+ years experience within the Financial Planning industry in a Client Service Officer capacity
- RG146 or Diploma of Financial Planning or relevant tertiary qualification
- Intermediate level of knowledge of the Microsoft suite of products and some exposure to financial planning software, preferably Xplan would be a distinct advantage; and
- Excellent communication and people skills
If you are looking for a role where you will be genuinely recognised for your efforts, please call Christine Jenner on 0447 444 *** or email your resume in a word format to *********@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 46 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.
