Build Your Career with a Team That Invests in Your Success

• Earn a competitive salary of $75,000 - $85,000 + Super, with genuine career progression opportunities
• Join a respected financial planning and accounting firm where approximately 40% of our team has been with us for more than 10 years
• Develop your expertise with ongoing training, mentoring, and career progression opportunities
• Enjoy a collaborative culture, birthday leave, a $500 annual uniform allowance, and the potential for flexible work arrangements

About Maclean Partners

For over 40 years, Maclean Partners has been providing trusted accounting, financial planning and business advisory services to individuals, families and businesses throughout North Queensland. Our reputation has been built on delivering exceptional client outcomes through long-term relationships, professional expertise and genuine care.

With a team of around 50 professionals, including a dedicated Financial Planning division, we're proud of the supportive culture we've created. In fact, approximately 40% of our employees have been with us for more than 10 years, a testament to our commitment to developing our people and creating a workplace where careers thrive.

Our Financial Planning team is collaborative, approachable and passionate about delivering outstanding service. We work together, support one another, and maintain an open-door culture where everyone is encouraged to ask questions, share ideas and continue learning.

As our business continues to grow, we're looking for a motivated FP Client Service Implementation Specialist to become an integral member of our close-knit team.

About the Opportunity

Maclean Partners is seeking a full-time FP Client Service Implementation Specialist to join our Financial Planning team based in Townsville, QLD.

Reporting to the Financial Planning Directors and working closely with Advisers, Managers and Paraplanners, you'll play a key role in ensuring the accurate and timely implementation of financial advice while delivering exceptional service to clients and supporting the day-to-day operations of our Financial Planning division.

More specifically, your responsibilities will include, but are not limited to:

• Preparing implementation documentation and processing financial planning recommendations
• Coordinating investment, superannuation and insurance implementations from commencement through to completion
• Liaising with clients, advisers and product providers to ensure timely and accurate outcomes
• Maintaining accurate client records and updating information within Compass (Xplan)
• Managing client enquiries with professionalism and exceptional customer service
• Completing administration tasks and implementation activities within required timeframes
• Following up outstanding applications and provider requests to ensure advice is implemented efficiently
• 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

To view the full Position Description, please click here.

About You

To be successful in this role, you'll ideally have previous experience within the Financial Planning industry in a Client Service Officer, Implementation, Administration or similar support role. While implementation experience is highly regarded, we're equally interested in candidates who demonstrate the right attitude, exceptional attention to detail and a genuine willingness to learn, as full training will be provided.

Additionally, the following skills and experience will be highly regarded:

• Previous experience within Financial Planning, Wealth Management or Financial Services
• Exposure to investment, superannuation or insurance implementations
• Knowledge of Compass (Xplan) or similar financial planning software (desirable, not essential)
• Strong administrative, organisational and time management skills
• Intermediate Microsoft Office skills
• Excellent written and verbal communication skills
• The ability to manage multiple priorities while maintaining exceptional attention to detail

As our ideal candidate, you'll be a proactive and dependable team player who enjoys working in a collaborative environment and takes pride in delivering high-quality work. You'll communicate confidently with clients and colleagues, demonstrate a strong work ethic, and enjoy working in a role where accuracy, organisation and customer service are equally important.

Whether you're an experienced Implementation Specialist or someone looking to build a long-term career in Financial Planning, this is an outstanding opportunity to join a business that genuinely invests in its people and supports professional growth.

About the Benefits

In return for your skills and experience, you'll receive a competitive salary of $75,000 - $85,000 + Super, together with an excellent range of benefits including:

• Flexible working arrangements may be considered following your initial onboarding and training
• Ongoing mentoring and support from experienced Financial Planning professionals
• Genuine career progression supported by ongoing professional development and further Financial Services qualifications
• Professional development opportunities and attendance at industry conferences (where applicable)
• 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
• The opportunity to join a stable organisation where many employees have built long-term careers

Apply Now

If you're looking for an opportunity to build a rewarding career with a respected Financial Planning firm that genuinely values its people, we'd love to hear from you.

Join Maclean Partners and become part of a collaborative team where you'll be supported to learn, grow and make a meaningful contribution to the success of our clients and our business.

Apply today and discover why so many of our people choose to build long-term careers with Maclean Partners.