A great package of up to $68k for the right candidate, Professional and well respected financial planning business, Be a big part of a very successful team!.
Exclusive to Jenner Recruitment, our client is looking for a client service professional to join their business today!
Our high profile client is looking for a Client Service Officer to work with their high end Financial Planning team.
This business prides themselves on their personalised wealth management strategies that are specifically designed and created to assist their clients to achieve their financial lifestyle goals.
Driven to only work with the best, this company ensures that each and every client receives a true personalised strategy specifically designed with their individual goals and objectives in mind.
Supporting their financial advice team, you will be an important contact point for their clients.
You will be required to be well presented, well spoken and have an eye for detail with the ability conduct yourself in a professional manner.
To be considered for this role, you will be required to have experience in the following:
- Meeting and greeting of clients
- Sitting in in meetings with clients
- ROA preparation
- Answering telephones
- Incoming and outgoing mail
- File preparation for appointments
- Distribution of FSG's, Opt Ins
- Implementation of data through Xplan and regular updating of client details
- Booking of client appointments
- Function and meeting co-ordination
- Making coffee for clients and generally taking pride in the office
This role will require you to work as part of a small team, taking complete ownership of your role and be exceptionally well organised.
To be considered for this role you will ideally have previous experience within a financial planning environment and you will also need to possess the following:
- RG146 would be desirable;
- Xplan software experience would be an advantage;
- Excellent computer skills and be proficient with Microsoft Suite of products
- High attention to detail and personal presentation; and
- Excellent communication skills
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.