Current Vacancies

The Firm

McKinley Plowman & Associates is a leading Western Australian firm comprised of highly-trained certified practising accountants, financial planners and finance brokers. The firm is forward thinking as well as progressive and is continually expanding offering exciting career opportunities for both established professionals as well as those entering the profession. The leadership team are highly approachable, and foster an open and communicative environment with an open door policy and a common sense approach. Alongside this comes the vibrant culture that exists within the team, where staff genuinely enjoy coming to work every day as valued contributors. The lack of turnover seen in the company is indicative of the unique culture, which largely flows from keeping the personality of a smaller practice, with the opportunities and client exposure of a larger firm. Our commitment to providing a vibrant workplace can well and truly be seen by the benefits that Financial Planning Administration Assistantwe have on offer.
  • New state of the art offices with a very funky and fun fit out, representative of the enjoyable and stimulating work culture
  • State of the art technology
  • In house gym, staff massages, social functions, roof top alfresco, entertainment facilities and more
  • Competitive remuneration

Risk Insurance Advisor

Position
Based in Joondalup and reporting to our Financial Planning Director you will provide specialist risk insurance advice to our business and HNW clients. You will partner with our accounting and finance professionals to provide strong technical risk knowledge and support to our growing team.
The ideal candidate will have the following skills and experience:
  • strong risk insurance background
  • demonstrate impressive networking and relationship building ability
  • outstanding sales and negotiation skills
  • strong knowledge in life insurance, managed investments and superannuation
  • tertiary qualification in Diploma of Financial Planning or CFP essential
  • good customer service skills
  • excellent organisational skills

The responsibilities of the role will include:

  • providing comprehensive personal and business insurance advice
  • buy / sell and key person insurance cover
  • working closely with our business advisory, mortgage broker and financial planning teams
  • generating leads from our existing business and HNW clients
  • growing the business further through our referral relationships