Exclusive to Jenner Recruitment we are looking for an experienced Senior Client Service Officer to join a busy Financial Planning practice.

Our Client

Our client is a boutique financial planning practice is looking for a full-time Snr 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 provide their clients with optimum outcomes in areas such as risk, superannuation, wealth creation and retirement planning and achieve their financial planning dreams. If the positive client experience is your priority, you will fit in beautifully.

The Role

Your focus is providing implementation and administrative support to the financial planning team. This is a senior role in the business and this will come with all the normal Client Service duties. Duties include, but not limited to:

- Preparing review packs for existing clients
- Preparation of documentation and system data for current clients
- 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 when required

About You To be considered for this role, you will have previous experience as a Client Service Officer within the financial planning industry and have worked as part of a team. You will also need the following experience:

- 2-5 years experience working a Client Service Officer within the Financial Planning industry;
- RG146 qualification and/or a relevant tertiary qualification would be an advantage but not neccessary with relevant experience
- Xplan software experience is essential
- Excellent communication and people skills; and
- Strong computer and Microsoft Office suite experience.

If you are looking for a role where you will be genuinely recognised for your efforts, please call Christine Jenner on [0447 444 505](tel:0447 444 505) or email your resume in a word format to [email protected] 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 48 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.

📌 Snr Client Service Officer | Brisbane
🏢 Jenner Recruitment
📍 Brisbane