Exclusive to Jenner Recruitment, our client is looking for a Senior Client Service Officer to support their Financial Planning team.
Our Client Situated in the inner city suburbs, our client is a highly regarded financial planning business who provides quality advice to their HNW clientele. Their philosophy is all about putting their clients first and committing to their life-style goals through a structured process which provides long term financial direction. They focus on understanding their client's situation and providing tailored solutions to suit their individual needs.
The Role Reporting to the Director, the primary responsibility of this role is assisting both clients and the financial advisory team. This is a permanent full-time role and your responsibilities will include:
Assisting in the provision of advice solutions to a range of clientsLiaising with clients, fund managers and other third parties as requiredPreparing paperwork for the construction of the SOA's & ROA'sWorking with clients with SMSF, Super, Risk, RetirementDiary managementDatabase managementAbility to write emails with good EnglishOther general administrative processes and procedures to assist planners and clients as requiredAbout You To be considered for this role, it is expected that you will have a passion for the Financial Planning industry and be career-focused. You will also have the following:
2+ years experience working as a Client Services OfficerYou are a career Client Service Officer who just loves to support a PlannerSolid understanding of Xplan would be an advantageRG146 qualified with DFP and/or tertiary equivalent would be an advantageComprehensive knowledge of superannuation, insurance, investments and SMSFHigh attention to detailProfessional presentation and relationship building skills.This is an excellent opportunity for an enthusiastic individual to join this growing business. If you are looking for a role where you will be genuinely recognised for your efforts, please call Christine Jenner on 0447 444 505 or email your resume in a word format to ****** 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.
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