Might you be our next Client Services superstar?

We’re not just hiring to fill a chair. We’re building something great at MB+M and we’re looking for someone who wants to grow with us in our Financial Planning team.

You might already be working in admin, customer service, or a financial services firm and ready for a new challenge in a team that values people first.

Or maybe you’ve got the smarts, the drive, and the people skills to thrive in a fast-paced, client-focused environment and you’re ready to learn the ropes of financial planning.

Either way, if this sounds like you, read on.

What we don’t care about:
✘ A 4-page resume
✘ Buzzwords
✘ Whether you’ve worked in financial planning before

What we do care about:
✔ Attention to detail and strong admin skills
✔ A warm and professional approach with clients
✔ The willingness to learn, ask questions, and grow
✔ A can-do attitude (and a good sense of humour!)
✔ Someone who’ll show up for the team & clients

At MB+M, we’re not your average firm. We’re a modern, people-first workplace that backs each other, works hard, has a laugh, and delivers exceptional service to our clients. We value growth, yours and ours and we’re building a future focused team to help our clients live their best financial life.

Sound like your kind of place?

Let’s chat. No pressure, no corporate jargon, just a genuine opportunity to build a great career in a supportive, professional environment.

Why MB+M?

Other than the amazing teamwork and driven work environment already covered, MB+M offers our staff:

A collaborative, friendly and enjoyable work environment.

Professional training and development opportunities.

An active and fun social club.

Flexible work arrangements.

Diverse and engaging workload/variety of work

Discounted firm services.

Client & employee referral recognition and reward.

Christmas & EOFY celebrations

Active involvement for supporting community activities and a focus on giving back to the community we work and live in.

If this sounds like you, we encourage you to apply today!

For more information about this role, please contact Kali Frost, HR Manager via email on [email protected] or our website: MB+M or check us out on socials.