(Entry Level) Appointment Setter & Admin Support

Loan Market; Brisbane; On-site; AUD 50,000 - 65,000; Full time

Benefits offered by this job

Mentorship

Modern office

Career growth

Job summary

Direct Wealth is offering an entry-level Appointment Setter & Admin Support role in Brisbane. You will learn on the job with daily guidance from experienced wealth advisors, booking consultations and handling admin tasks.

No university degree or finance background is required; a positive work ethic and willingness to learn are valued. Join a supportive team in a modern Brisbane CBD office environment.

Qualifications

• Zero prior experience, degree, or financial background needed.
• Attitude and willingness to learn are prioritized over formal credentials.
• Comfort with basic computer use and daily administrative tasks.
• Ability to quickly adapt to a fast-paced advisory environment.

Responsibilities

• Connect with warm client inquiries over the phone to book initial consultations.
• Support scheduling and appointment preparations for senior advisors.
• Assist with basic office administration and data entry in the CRM.
• Welcome visiting clients and establish rapport as the first contact.
• Learn across operations to progress into higher-level roles over time.

Skills

High energy

Phone etiquette

Proactive attitude

Digital literacy

No formal qualifications

Tools

CRM systems

Job description

(Entry Level) Appointment Setter & Admin Support

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: Clear, 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!