Help deliver outstanding financial advice and make a real difference to clients' lives.
At Maclean Partners, we believe great financial advice is about more than numbers, it's about helping people achieve confidence and peace of mind. As a trusted and established financial planning practice in Townsville, we pride ourselves on building long-term relationships with our clients and creating a supportive, collaborative workplace where our people can thrive.
We're looking for an organised, proactive and client-focused Client Implementation Officer to join our growing team. If you enjoy building relationships, take pride in delivering exceptional service and love keeping things organised, we'd love to hear from you.
This is an opportunity to become an integral part of our advice team, working closely with our Financial Advisers to ensure every client enjoys a seamless experience from advice through to implementation.
Permanent full-time (part-time considered for the right applicant)
Ongoing career development and education support
Paid birthday leave
Friendly, collaborative team culture
Modern systems and technology
Well-established and respected local business
About the role
This role, you’ll join an established and supportive implementation team with strong training and guidance. Working with our Financial Advisers, you’ll help deliver advice recommendations and provide a smooth experience for our clients.
Key responsibilities include:
Preparing advice documentation and application paperwork
Coordinating implementation from start to finish
Liaising with product providers and clients
Maintaining accurate records in XPLAN (Compass)
Managing adviser workflows and implementation timeframes
Providing exceptional client service and administrative support
What we're looking for
We’re seeking a proactive and organised professional who takes pride in delivering exceptional client service and building strong relationships. The ideal candidate will have:
Experience in client services, administration, customer service or professional services
Strong communication, organisational and time management skills
Excellent attention to detail and accuracy
Ability to manage competing priorities in a fast-paced environment
Proficiency in Microsoft Office
Experience in financial planning, XPLAN (Compass), or knowledge of superannuation, investments, insurance and compliance (highly regarded)
Australian citizenship, permanent residency or unrestricted Australian working rights
If you have a strong client focus and enjoy delivering quality outcomes, we'd love to hear from you.
Applicants Note: Only shortlisted applicants will be contacted for further discussion - Thank you for your understanding.