Menu
   COMPASS CLIENT LOGIN
   Our financial promise...
   M FINANCIAL NEWS & UPDATES
Realise Your Dream
- Realise Your Dream
IS TRANSITION TO RETIREMENT STILL VIABLE? As many readers will be aware, legally getting access to superannuation before retirement can be rather difficult. But, back in 2005 things were made just a little easier. Find out more

 

 
 CLIENT SERVICES OFFICER
 FULL TIME

M Financial Services is the financial planning arm of Maclean Partners Chartered Accountants and is one of the top ten independent financial planning firms in Australia licenced by Professional Investments Services Pty Ltd (AFSL 234951).

Drawing on the combined skills of accounting, tax and financial planning within our integrated firm model, we have the reputation of providing a unique approach to developing plans for our clients that assist them to achieve their financial goals.

The Role
Due to the continued growth of the business, we are looking for a motivated, customer service person to join our team in a full time Client Service Administration role.  

Prior financial planning knowledge is not necessary however administration experience would be beneficial.  We are seeking a person with a mature outlook and a team player.

The successful applicant will assist with the client review process.  This includes liaising with fund manager and preparing files for adviser appointments.  The role will also include liaising with clients, setting up new client files and maintaining existing files including scanning documents, filing etc. Some marketing duties including digital media updates would also form part of the role.

The successful candidate will have:

  • A passion for customer service
  • Excellent verbal and written communication skills
  • Excellent time management skills
  • Attention to detail
  • A high level of proficiency with computers and the Microsoft Office Suite
  • Ability to work independently and as part of a small team
  • Excellent organisational skills including the ability to deal effectively with multiple tasks
  • Knowledge of Xplan/Compass will be considered and advantage but not essential

What we are offering:

  • A permanent, full time position
  • Salary commensurate to experience will be offered
  • Extensive in-house training
  • Friendly and supportive team environment with a great workplace culture
  • A probation period will apply for the successful candidate

All applications will be in the strictest confidence.

Please send a cover letter and resume to Tina bruin, Business Manager at tina.bruin@mfinancialservices.com.au

Due to the high number of applications expected, only successful applicant will receive a reply. Thanks for your understanding. 

What our clients say...
  • "One word - Trust. I know how to make money, but accounting and financial planning is foreign to me so I've had to rely on people who I trust to look after my money. I've been working with Ross now for over 20 years as an accounting client, and when my financial planner retired it was an easy transition to Andrew, particularly because of his age. Andrew is young, serious, experienced and he is a long-term thinker. There is unbridled trust both ways working with Andrew. - Read more
    - Wayne Nicholson, First National Real Estate
  • "Andrew Westcott stands out from the crowd. When there were a few challenges with an insurance matter, he went to enormous lengths to find a solution. Not only that, he is a genuinely good bloke, and he is supported by a great team at M Financial Services. I trust, respect and highly recommend Andrew to anyone needing financial expertise at any point in their life." - Read more
    - Ryan Boccalatte
  • For approximately forty years, wile Ross Maclean acted as both accountant and friend, I've witnessed the addition of intelligent, hardworking people. Andrew Westcott became my financial adviser almost six years ago. Although honour is an old-fashioned notion, I have found Andrew to be honourable, as well as knowledgeable, helpful, and patient, when I really needed his help when my husband died and I didn't function for a few years. That's when you need someone who you can trust. I have recommended Andrew to several friends, and I recommend you consult Andrew if you need financial advice. - Read more
    - Roslyn Evans
  • Andrew looks after us as if we were his only clients, even though we know we are not. He is generous with his time, easy to talk to, he clarifies issues in simple terms and talks to us in a friendly and professional way. Andrew helped us make the big decisions involved in our retirement, and has never given me the impression that as a female my views are not important in any conversation or decisions making process and this is important to me. Both Don and I feel important and valued by Andrew and the staff at M Financial Services, and that has helped us feel safe and secure in our financial future. - Read more
    - Don and Gayle Zahner
Logo Logo Logo Logo Logo