Entry-Level Client Services — Path to Financial Planning

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

Benefits offered by this job

Full training

Ongoing mentoring

Career progression

Birthday leave

$500 uniform allowance

Free parking

Job summary

Maclean Partners is seeking a Client Services Officer to join our Financial Planning team in Townsville, QLD. No prior financial planning experience required; full training provided and support from experienced advisers.

This entry-level admin role focuses on delivering a great client experience, coordinating client reviews, and managing front-desk tasks, with a clear pathway into a long-term career in financial planning and ongoing professional development.

Qualifications

• No prior financial planning experience required; full training provided.
• Strong client service and administration skills.
• Willingness to learn and adapt in a relationship-driven environment.

Responsibilities

• Handle client enquiries and schedule adviser appointments.
• Manage reception and general office administration.
• Maintain accurate client records in Compass (Xplan).
• Support advisers and planners with day-to-day operations.
• Contribute to continuous improvement and compliance.

Skills

Client service

Attention to detail

Communication skills

Time management

Organisational skills

Tools

Compass (Xplan)

Job description

Maclean Partners is seeking a Client Services Officer to join our Financial Planning team in Townsville, QLD. No prior financial planning experience required; full training provided and support from experienced advisers.

This entry-level admin role focuses on delivering a great client experience, coordinating client reviews, and managing front-desk tasks, with a clear pathway into a long-term career in financial planning and ongoing professional development.