Senior Client Service Officer - Financial Planning (Brisbane)

Senior Client Service Officer - Financial Planning (Brisbane)

16 Oct
|
Jenner Recruitment Pty
|
Brisbane

16 Oct

Jenner Recruitment Pty

Brisbane

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 recent 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 strong MS Office

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📌 Senior Client Service Officer - Financial Planning (Brisbane)
🏢 Jenner Recruitment Pty
📍 Brisbane

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