Jenner Recruitment exclusively presents a Senior Client Service Officer role in a Brisbane financial planning practice. You will provide implementation and administrative support to the planning team, with duties including preparing review packs, client documentation, data for new clients, and diary management.
The ideal candidate has 2–5 years in client service within financial planning, RG146 (advantageous but not essential), Xplan experience, and excellent communication with robust MS Office
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📌 Senior Client Service Officer - Financial Planning (Brisbane City)
🏢 Jenner Recruitment Pty
📍 Brisbane City
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