Company Description Forbes Wealth Planning is dedicated to providing clients with comprehensive advice, counseling, education, and support throughout every stage of their financial journey. The firm focuses on building long-term relationships, helping clients understand and navigate complex financial decisions with confidence. Emphasizing a holistic approach, Forbes Wealth Planning goes beyond traditional superannuation services to address broader wealth management needs.

Team members are encouraged to contribute to a client-first culture grounded in integrity, transparency, and ongoing learning.

Role Description This is a part time, on-site Undergraduate role based in Modbury North, SA. The successful candidate will assist advisers and support staff with administrative tasks, document preparation, and data entry related to client files and financial planning activities. Day-to-day responsibilities may include organizing client records, scheduling appointments, preparing basic reports, and helping maintain compliance-related documentation.

The role also involves learning about financial planning processes, supporting client communication under supervision,



and contributing to a skilled and welcoming office environment. This position is designed to provide practical exposure to wealth management and financial advice for individuals currently undertaking undergraduate studies.

Qualifications
Currently enrolled in an undergraduate degree, preferably in Finance, Accounting, Economics, Business, with preferences to those majoring in Financial Planning.
Strong organizational and time-management abilities, with attention to detail in handling documents and data.
Proficiency in basic computer applications (e.g., Microsoft Office suite) and the ability to learn recent systems quickly.
Clear written and verbal communication skills, with a professional and client-focused approach.
Ability to work collaboratively in an office environment while taking initiative and following instructions accurately.
Demonstrated interest in financial planning, wealth management, or related fields; prior office or customer service experience is an advantage.
Commitment to ethical conduct, confidentiality, and respect for diverse clients and colleagues.

📌 Undergraduate Adelaide (Australia)
🏢 Forbes Wealth Planning
📍 Australia