Build Your Career with a Team That Invests in Your Success

Earn $75,000 - $85,000 + Super | Career Growth | Supportive Team | Townsville

Maclean Partners is looking for a proactive and detail-focused Client Implementation Specialist to join our growing Financial Planning team in Townsville.

If you're experienced in financial planning administration, client services or implementation or you're looking to build a long-term career in financial services, we'll provide the training, mentoring and support you need to succeed.

With more than 40 years of trusted service across North Queensland, we've built a workplace where people stay. In fact, around 40% of our team has been with us for over 10 years, reflecting our commitment to developing careers and creating a genuinely supportive culture.

Why Join Us?

Competitive salary of $75,000 - $85,000 + Super

Genuine career progression opportunities

Ongoing mentoring and professional development

Training and support to build your financial planning expertise

Flexible working arrangements available following onboarding

Birthday leave after six months

$500 annual uniform allowance

Free local street parking

Monthly team events and wellbeing initiatives

Supportive leadership with an open-door culture

Stable, respected employer with excellent staff retention

About the Role

As our Client Implementation Specialist, you'll work closely with Financial Advisers, Paraplanners and Managers to ensure financial advice is accurately implemented and clients receive exceptional service throughout the process.

This is a varied role where you'll coordinate advice implementation, manage client communications and ensure administration is completed accurately and efficiently.

Key Responsibilities

Prepare implementation documentation for financial planning recommendations

Coordinate investment, superannuation and insurance implementations from start to completion

Liaise with clients, advisers and product providers to ensure timely outcomes

Maintain accurate client records within Compass (Xplan)

Respond to client enquiries professionally and promptly

Complete administration tasks within required timeframes

Follow up outstanding applications and provider requests

Support Advisers, Paraplanners and the broader Financial Planning team

Contribute to process improvements while maintaining compliance and accuracy

About You

You'll ideally have experience in a Financial Planning, Wealth Management or Financial Services support role. Experience with advice implementation is highly regarded, but we're equally interested in people with excellent attention to detail, strong organisational skills and a willingness to learn.

You'll also bring:

Experience in Financial Planning, Wealth Management or Financial Services

Exposure to investment, superannuation or insurance administration (desirable)

Knowledge of Compass (Xplan) or similar software (advantageous)

Strong administration, organisation and time management skills

Intermediate Microsoft Office skills

Excellent written and verbal communication

Outstanding attention to detail and accuracy

The ability to manage multiple priorities in a fast-paced environment

A collaborative, customer-focused approach

About Maclean Partners

Maclean Partners has been providing trusted accounting, financial planning and business advisory services throughout North Queensland for over 40 years.

Our integrated team of accounting and financial planning professionals works together to deliver outstanding outcomes for individuals, families and businesses. We're proud of our collaborative culture, long employee tenure and genuine investment in our people.

When you join Maclean Partners, you're joining a business that values integrity, teamwork, continuous learning and long-term career development.

Apply Now

If you're looking for an opportunity to build a rewarding career with a respected financial planning firm that genuinely invests in its people, we'd love to hear from you.

Apply today and take the next step in your financial planning career with Maclean Partners.