A package of up to $65k for the right person, Located in the beautiful Gold Coast for a well respected planning team, Be given the opportunity to be guided and coached by the right team.
Situated on the Gold Coast, our client provides professional financial advice in an easy to follow process for their clients.
This business is renowned for getting to know their clients thoroughly with a solid understanding of their client's goals and aspirations. They like the idea of growing and protecting their client's wealth ensuring their clients receive the expert advice they require.
Our client's business model is one that provides a total financial solution to their client's financial needs and empower their client to secure their financial future.
Reporting to the Senior Principle Adviser, this role is seeking a Client Service Officer/Junior Paraplanner or Intermediate Client Service Officer whose focus will be all about supporting their Financial Planning team in providing end to end processing.
Some of the duties that the role will entail but are not limited to are as follows:
Creation of SOA's, ROA's withing Superannuation, Risk and SMSF
Keeping up to date with legislative changes
Implementation of documentation
Liaising with Fund Managers
Updating Databases - XPlan
Other administrative duties as required.
To be considered for this role, you will have had previous experience as a Client Service Officer within the financial planning industry.
You would preferably have the following:
Some experience working within Financial Planning is essential
RG146 qualification is preferred but not essential;
Xplan software experience;
Exceptional organisational and prioritisation skills to ensure all deadlines and responsibilities are met;
Attention to detail with an ability to grasp new concepts
Be able to work autonomously with minimal supervision;
Excellent communication and people skills; and
Strong computer and Microsoft Office suite experience
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 42 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.