Job Description

(Entry Level) Appointment Setter & Admin Support n
nWhy Join Direct Wealth? n
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We believe great people deserve real opportunities to launch a lifelong career. When you join Direct Wealth, you can expect:

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

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

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

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

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

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

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

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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.

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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.

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nKey Responsibilities n
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Connect with warm client inquiries over the phone to book and confirm initial consultation meetings

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Support senior financial advisors with calendar scheduling and client appointment preparations

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

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

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

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nSkills & Experience n
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High energy, enthusiasm, and a strong desire to land a long-term corporate career

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A confident, polite, and articulate phone manner

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A proactive "can-do" attitude—someone who takes pride in doing the simple things well

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

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

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