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 great client experience

Robust 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 – Financial Planning (Townsville City)
🏢 Maclean Partners Accountants & Advisers
📍 Townsville City