Start Your Career in Financial Planning - No Experience Required
Earn $65,000 - $75,000 + Super, with full training provided and a genuine pathway into a long-term financial planning career
No financial planning experience necessary - we'll teach you our systems, software and processes from day one
Join a respected, Townsville-based financial planning and accounting firm where approximately 40% of our team has been with us for more than 10 years
Enjoy a collaborative culture, birthday leave and a $500 annual uniform allowance
About the Opportunity
Looking for a career, not just a job?
Maclean Partners
is seeking a full-time
Client Services Officer
to
join our Financial Planning team in Townsville
,
QLD
.
You'll work closely with our Financial Planning team, from Paraplanners through to Directors, and play a key role in the day-to-day client experience.
As one of the first points of contact for our clients, you'll provide friendly, professional service, managing phone enquiries, scheduling client review appointments, and handling the administration that keeps our team running smoothly.
As you build your knowledge of the industry, you'll take on more responsibility, including aspects of advice implementation, with real support behind every step.
More specifically, your responsibilities will include, but are not limited to:
Handling client enquiries, scheduling client appointments and managing Advisers' diaries
Carrying out general office administration, including reception, greeting clients, answering incoming calls and scanning
Maintaining accurate client records, portfolios and product information in Compass (Xplan software)
Managing inward and outward correspondence
Supporting Advisers, Paraplanners and the broader Financial Planning team with day-to-day operations
Contributing to continuous improvement initiatives and maintaining high standards of accuracy and compliance
As you grow into the role:



preparing Review Appointment folders and assisting with administration and implementation activities within required timeframes
About You
You don't need any financial planning background to succeed in this role.
If you've got the right attitude, we'll teach you the rest.
If you've worked in client service, administration or support before, you'll settle in fast.
If you're completely new to the industry, that's fine too; full training is provided.
We're looking for someone with:
A genuine interest in helping people and delivering a outstanding client experience
Strong attention to detail and a real willingness to learn
Excellent written and verbal communication skills
Good planning, organisational and time-management skills
The ability to juggle multiple priorities while keeping things accurate and on track
The following will also be highly regarded, but are not essential:
Previous experience within Financial Planning, Wealth Management or Financial Services
Knowledge of Compass (Xplan) or similar financial planning software
Most importantly, you're friendly, organised and dependable, someone who enjoys being part of a supportive team and takes pride in doing the small things well, whether that's a phone call, an enquiry, or coordinating a client's next review.
Why Maclean Partners?
This is more than an
entry-level admin role
, it's the start of a long-term career in financial planning, backed by a firm that genuinely invests in its people.
In joining not only will you be rewarded with an excellent remuneration, you'll receive a host of added benefits including:
Full training
and
ongoing mentoring
from experienced Financial Planning professionals
Genuine career progressio
n, supported by ongoing professional development and opportunity to gain Financial Services qualifications
Birthday leave
after six months of service
$500
annual uniform allowance
Free
local street parking
Monthly team meetings, social events and wellbeing initiatives
Supportive leadership with an open-door policy
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📌 Client Services Officer (Toowoomba)
🏢 Maclean Partners Accountants & Advisers
📍 Toowoomba