Client Implementation Specialist
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.
