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- Aufgaben: Support the financial planning team with implementation and administrative tasks.
- Arbeitgeber: Join a boutique financial planning practice in Brisbane CBD focused on client success.
- Mitarbeitervorteile: Enjoy a great workplace culture and recognition for your contributions.
- Warum dieser Job: Be part of a team that helps clients achieve their financial dreams while growing your career.
- Gewünschte Qualifikationen: 2-5 years as a Client Service Officer in financial planning; RG146 preferred.
- Andere Informationen: Contact Christine Jenner for a confidential discussion about this exciting opportunity.
Das voraussichtliche Gehalt liegt zwischen 57000 - 95000 € pro Jahr.
Add expected salary to your profile for insights
Our client is a boutique financial planning practice located in the Brisbane CBD who is looking for a full-time Client Service Officer to assist their successful financial planning team.
This business prides itself 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 to achieve their financial planning dreams.
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 along with extended knowledge of the industry. Duties include, but are not limited to:
- Implementation of advice
- Fact finding and validation of clients
- Diary management and meeting coordination
- Processing and administration of applications
- Client database management
- Administrative support and general office duties
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 as a Client Service Officer within the Financial Planning industry
- RG146 qualification and/or a relevant tertiary qualification is preferred
- Xplan software experience preferred
- Excellent communication and people skills
- 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 or email your resume in a Word format to 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 of combined experience, we are highly regarded for our honesty, integrity, and ethical approach to our clients and candidates and offer personal innovative solutions.
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Snr Client Service Manager | $95k | Brisbane Arbeitgeber: at
Kontaktperson:
at HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Snr Client Service Manager | $95k | Brisbane
✨Tip Number 1
Make sure to highlight your experience in the financial planning industry during any networking opportunities. Connect with professionals on LinkedIn and engage in discussions related to client service roles to increase your visibility.
✨Tip Number 2
Familiarize yourself with Xplan software if you haven't already. Consider taking a short online course or tutorial to boost your confidence and demonstrate your commitment to mastering the tools used in the industry.
✨Tip Number 3
Prepare for potential interviews by practicing common questions related to client service in financial planning. Think about specific examples from your past experiences that showcase your problem-solving skills and ability to work as part of a team.
✨Tip Number 4
Reach out to current or former employees of the boutique financial planning practice to gain insights into their company culture and expectations. This can help you tailor your approach and show that you are genuinely interested in being part of their team.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Snr Client Service Manager | $95k | Brisbane
Tipps für deine Bewerbung 🫡
Highlight Relevant Experience: Make sure to emphasize your previous experience as a Client Service Officer within the financial planning industry. Detail specific tasks you have handled that align with the duties mentioned in the job description.
Showcase Your Qualifications: If you have an RG146 qualification or any relevant tertiary qualifications, be sure to mention them prominently in your application. This will demonstrate your suitability for the role.
Demonstrate Software Proficiency: Mention your experience with Xplan software and other relevant tools. Providing examples of how you've used these tools effectively in past roles can set you apart from other candidates.
Tailor Your Communication Skills: Since excellent communication and people skills are crucial for this role, include specific examples of how you've successfully interacted with clients or team members in your previous positions.
Wie du dich auf ein Vorstellungsgespräch bei at vorbereitest
✨Showcase Your Industry Knowledge
Make sure to highlight your experience in the financial planning industry. Discuss specific scenarios where you implemented advice or managed client databases, as this will demonstrate your understanding of the role.
✨Demonstrate Strong Communication Skills
Since excellent communication is key for this position, prepare examples of how you've effectively communicated with clients and team members in the past. This will show that you can maintain the great culture the company prides itself on.
✨Familiarize Yourself with Xplan Software
If you have experience with Xplan software, be ready to discuss it in detail. If not, do some research on its functionalities and how it supports financial planning processes, as this knowledge could set you apart.
✨Prepare Questions About the Company Culture
Since the company emphasizes a great culture for staff, come prepared with questions about their work environment and team dynamics. This shows your interest in being part of their team and aligns with their values.
