Job Description

Exclusive to Jenner Recruitment our client is looking for a Paraplanner/Client Service officer to join their vibrant polished team!

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The Client

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This well established and professional financial planning practice is dedicated in providing the best possible service to their clients.

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Our client is a boutique full service advice business, committed to providing quality financial advice and service to their high net worth and mum and dad clients. They have a strong reputation in delivering exceptional financial services to ensure that they maximise their wealth, taxation and returns.

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Their clients benefit from having access to the full range of holistic advice including Wealth Accumulation, SMSF, Retirement, Superannuation, Estate Planning and Risk.

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They have a strong understanding that their staff and clients are paramount to their business, and the care and dedication that they take towards their staff ensures a warm friendly working setting.

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The Role

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Reporting to the Director, you will be responsible for assisting the team in the construction of high quality, Super, Risk, SMSF, Margin Lending, Shares and Investment SOA's.

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Working with clients at all levels, you will need have had exposure to Risk, Super and Retirement with senior support available for more complex style plans.

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This role will require you to take ownership of your role and be exceptionally well organised.



You will be responsible for being part of a high profile and polished team and be able to deliver high quality, top end plans.

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Responsibilities will include but are not limited to:

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- Preparation of SOA's including risk, investment, wrap platforms and superannuation;
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- Researching client investments and product
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- Experience in XPlan is essential
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- Assisting with investment review analysis;
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- Financial modelling;
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- Provision of high levels of client and technical support to the team;
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- Maintain CPD points and in general keep up to date with the market and legislative changes; and
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- Other duties as required.
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About You

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You will be currently working as an Client Service officer or Intermediate Paraplanner for at least 2 years, and have an understanding of Financial Planning strategies.

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You will also need to possess the following:

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- RG146 compliant with a Diploma in Financial Planning or equivalent tertiary qualification would be an advantage
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- At least 2 years working as a paraplanner and currently be employed within the financial planning industry
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- XPlan financial planning software experience is well regarded
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- High attention to detail and well organised
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- The ability to build and maintain strong relationships
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- Excellent written communication skills
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📌 Paraplanner & Client Service Officer | Northside | $100k (Queensland)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Queensland