Description

Exclusive to Jenner Recruitment our client is looking for a Paraplanner/Client Service officer to join their vibrant polished team!

The Client

This well established and professional financial planning practice is dedicated in providing the best possible service to their clients. 

Our client is a boutique full service advice business, committed to providing  quality financial advice and service to their high net worth and mum and dad clients.  They have a strong reputation in delivering exceptional financial services to ensure that they maximise their wealth, taxation and returns.

Their clients benefit from having access to the full range of holistic advice including Wealth Accumulation, SMSF, Retirement, Superannuation, Estate Planning and Risk.

They have a strong understanding that their staff and clients are paramount to their business, and the care and dedication that they take towards their staff ensures a warm friendly working environment.

The Role

Reporting to the Director, you will be responsible for assisting the team in the construction of high quality, Super, Risk, SMSF, Margin Lending, Shares and Investment SOA's.

Working with clients at all levels, you will need have had exposure to Risk, Super and Retirement with senior support available for more complex style plans.

This role will require you to take ownership of your role and be exceptionally well organised.  You  will be responsible for being part of a high profile and polished team and be able to  deliver high quality, top end plans.

Responsibilities will include but are not limited to:

Preparation of SOA's including risk, investment, wrap platforms and superannuation;
Researching client investments and product
Experience in XPlan is essential
Assisting with investment review analysis;
Financial modelling;
Provision of high levels of client and technical support to the team;
Maintain CPD points and in general keep up to date with the market and legislative changes; and
Other duties as required.
About You

You will be currently working as an Client Service officer or Intermediate Paraplanner for at least 2 years, and have an understanding of Financial Planning strategies.

You will also need to possess the following:

RG146 compliant with a Diploma in Financial Planning or equivalent tertiary qualification would be an advantage
At least 2 years working as a paraplanner and currently be employed within the financial planning industry
XPlan financial planning software experience is well regarded
High attention to detail and well organised
The ability to build and maintain strong relationships
Excellent written communication skills
If you would like to lead this dynamic team in an organisation where you will be recognised for your commitment and rewarded for your high performance, contact Christine Jenner on 04 505 or email your resume in a word format to  @jennerrecruitment.com.au for a confidential discussion.

Who Is Jenner Recruitment?

We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning and Wealth Management sectors.

With over 48 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.