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Client Services Officer – Victoria Park

Careers

McKinley Plowman is an expanding company offering exciting career opportunities for both established professionals as well as those entering the accounting, financial planning or finance sectors.

Since establishing our business in 1997, we have worked hard at attracting and retaining the high calibre professionals who continue to drive the success of our company.

Those who join us find a stimulating inclusive workplace culture, ongoing professional development and flexible leave and working arrangements to accommodate family and study commitments.

Our commitment to providing a vibrant workplace is partly framed by the early professional experiences of the founding partners; and our work is guided by our core values

McKinley Plowman employs experienced professionals, graduates and undergraduates, and welcomes those who are seeking a career change.

Flexible leave entitlements allow undergraduates to continue to attend daytime lectures, while our coaching programs provide access to the extensive local and international experience of our senior management team.

At McKinley Plowman we also pride ourselves on having fun.

Working life includes regular social days such as team building, charity events and monthly sundowners.

Team members also have access to regular shiatsu massages courtesy of an experienced corporate wellness professional.

Our state-of-the-art purpose-built premises in Joondalup offers facilities for one-to-one consultations, training seminars and group meetings.

The building also offers a fully equipped gym, a rooftop bar, entertaining facilities and a putt putt course that is discreetly woven through the office corridors.

Our Victoria Park office, which has recently been refurbished, offers a central location only a few short minutes from amazing restaurants and cafes, a stones throw from the CBD, and is easily accessible via public transport.

Keep an eye on this page for current accounting, financial planning, finance and administration jobs in Joondalup and Victoria Park with McKinley Plowman.

Client Services Officer – Victoria Park

September 29th, 2021

Are you looking for the next challenge in your career? Are you a motivated, well-organised and conscientious Financial Planning administration professional seeking a forward-thinking and growth-oriented firm to really make your mark? Then this role may be perfect for you!

McKinley Plowman’s Financial Planning team is on the hunt for an administrator to join our Victoria Park office, supporting an awesome team in their pursuit of providing the very best financial advice to our clients. As a part of the Financial Planning team, the successful candidate will also work alongside the broader McKinley Plowman group as we deliver exceptional outcomes across the business.

This is a fantastic opportunity for the right candidate to not only surround themselves with a supportive team, but also foster the growth of an exceptional career in the Financial Services industry. Our collaborative work environment and unsurpassed staff social calendar is a perfect fit for the outgoing, friendly, and fun-loving candidate we’re searching for.

The Position:

As a Financial Planning Administrator at McKinley Plowman, your primary role will be supporting the team from an administrative perspective, as well as being the first point of contact for clients in our Victoria Park office. The successful candidate for this role will be responsible for the following:

  • Making calls to schedule client appointments;
  • Assisting with administrative duties to implement advice including lodgement and follow up of applications and buy/sell recommendations;
  • Ensuring client files remain compliant;
  • Production of various client documents including Fee Disclosure Statements/Client Consents;
  • Liaising with clients & advisers on ad hoc queries;
  • Meeting & greeting clients and visitors.

Who are we looking for?

The successful candidate for this role will:

  • Demonstrate strong organisational skills;
  • Demonstrate excellent attention to detail;
  • Value relationships and focus on team success;
  • Communicate well and show capability in building supportive internal relationships;
  • Be self-motivated with the ability to work autonomously;
  • Demonstrate effective time management and prioritisation;
  • Demonstrate proficiency with technology;
  • Have experience with XPlan (desirable but not essential);
  • Experience within the Financial Services industry is preferable.

We request that applicants prepare a covering letter describing their suitability and desire for the role.

The Firm: MP+

Over more than twenty years McKinley Plowman (MP+) has grown to be one of WA’s largest and most successful full-service practices. We have over 45 staff based in our Joondalup and Victoria Park offices. The successful candidate for this role will be based predominantly in our Victoria Park office.

Our focus on internal team development through regular coaching and training, as well as our amazing staff events, make McKinley Plowman not only a preferred service provider for our clients, but also an awesome place to work.

With a diverse service offering to our clients, developed using the skills of our team, we look to take our own business and our client’s businesses to new heights and further success. We have accountants, dedicated wealth experts, property specialists, superannuation specialists, pension transfer consultants, finance brokers and our own advertising and branding consultancy.

Note: We request that you apply directly to us in your own capacity as no resumes will be accepted from recruitment agencies in relation to this position.

If you would like to apply for this position, please send your resume and cover letter to careers@mckinleyplowman.com.au.

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