Client Services Associate - Financial Planning (Entry-Level)

Maclean Partners Accountants & Advisers; Toowoomba Regional; On-site; AUD 65,000 - 75,000; Full time

Benefits offered by this job

Full training

Ongoing mentoring

Birthday leave

Uniform allowance

Free parking

Wellbeing initiatives

Job summary

Maclean Partners Accountants & Advisers in Townsville, QLD is hiring an entry-level Client Services Officer for our Financial Planning team. No prior financial planning experience is required, as full training and support will be provided.

You'll handle client inquiries, schedule appointments and support advisers while you learn our systems and processes. This role offers a clear pathway into financial planning and long-term career growth within a collaborative, supportive firm.

Qualifications

• No financial planning background required; training provided.
• Experience in client service, administration or support helps.
• New entrants welcomed; full training is provided.

Responsibilities

• Handle client enquiries, schedule appointments, manage advisers' diaries.
• General office administration: reception, greeting clients, calls, scanning.
• Maintain client records and product information in Compass (Xplan).
• Support advisers, paraplanners and the team with day-to-day operations.
• Assist with administration and implementation activities within required timeframes.

Skills

Client service

Attention to detail

Communication skills

Organisational skills

Time management

Multitasking

Tools

Compass (Xplan)

Job description

Maclean Partners Accountants & Advisers in Townsville, QLD is hiring an entry-level Client Services Officer for our Financial Planning team. No prior financial planning experience is required, as full training and support will be provided.

You'll handle client inquiries, schedule appointments and support advisers while you learn our systems and processes. This role offers a clear pathway into financial planning and long-term career growth within a collaborative, supportive firm.