Our client is aboutique financial planning practice is looking for a full time Client Manager 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 provide their clients with optimum outcomes in areas such as risk,superannuation, wealth creation and retirement planning and achieve their financial planning dreams.
The Role
Implementation of advice
Fact finding and validation of clients
Diary management and meeting co-ordination;
Processing, implementation 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.
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📌 Client Manager | $110K | Southside (Queensland)
🏢 Jenner Recruitment
📍 Queensland