Why Join Direct Wealth? We believe great people deserve real opportunities to launch a lifelong career. When you join Direct Wealth, you can expect:

- $50,000 – $65,000 Super: Competitive entry-level starting salary while you learn on the job

- Your Foot in the Door: Zero prior experience, degree, or financial background needed—we hire purely for attitude

- Rapid 2-Year Growth: Explicit, structured pathway to fast-track from entry-level admin into a high-paying financial career

- 1-on-1 Mentorship: Direct daily guidance and hands-on training from experienced wealth advisors

- Supportive & Energetic Team: A welcoming Brisbane workplace where taking initiative is noticed and rewarded

- Modern Office Base: Contemporary Brisbane CBD/fringe office environment with modern tech and great team perks

At Direct Wealth, we help everyday Australians build, manage, and protect their financial future. We are a fast-growing financial advisory business that values ambition, raw energy, and genuine people over formal pieces of paper.

Position Overview Are you looking for a genuine foot in the door to the corporate world? Direct Wealth is offering a unique entry-level opportunity for an ambitious candidate looking to start a rewarding career in financial services.

You don't need a university degree, corporate background,



or experience in finance. We are looking for someone with a positive "head down, bum up" work ethic, a friendly phone voice, and a desire to learn. If you bring the drive and passion, we will teach you every aspect of the industry from the ground up.

Key Responsibilities

- Connect with warm client inquiries over the phone to book and confirm initial consultation meetings

- Support senior financial advisors with calendar scheduling and client appointment preparations

- Assist with basic office administration, data entry, and updating client files in our CRM system

- Welcome visiting clients warmly and build instant rapport as the first point of contact

- Work closely with the broader operations team, absorbing knowledge to step into higher-level roles over time

Skills & Experience

- High energy, enthusiasm, and a strong desire to land a long-term corporate career
- A confident, polite, and articulate phone manner
- A proactive "can-do" attitude—someone who takes pride in doing the simple things well

- Basic digital literacy (comfortable using computers, emails, and learning software)

- Zero formal qualifications required—we hire the person, not the resume!

📌 (Entry Level) Appointment Setter & Admin Support (Brisbane)
🏢 Loan Market
📍 Brisbane