Description
If you’re starting out, starting over, or simply looking for a fresh direction - this could be your moment.
At The Wealth Studio, we help people make confident decisions about their money so they can live the life they want. We show them their choices, provide them clarity, and really care about the future they’re shaping.
Now we’re looking for someone who’s kind and curious to learn about how money and our behaviours connect and ready to grow into the world of financial planning. No degree or experience needed as we will support you with all of this.
What you’ll be doing:
Welcoming and guiding our clients
Supporting the advice team with admin, research and client care
Learning how financial strategies are shaped, structured and implemented
Helping people feel clear, prepared and confident about their money
What you’ll bring
An interest in finance, economics or simply helping people
A calm, caring approach
Good communication skills and attention to detail
A willingness to try new things and grow with the role
A mindset that values choice, clarity and care - just like we do
What we offer
Earn while you learn -depending on your starting point this could be a paid traineeship or employer-funded qualification in financial planning
Flexible work options to suit different life stages.
On-the-job training and mentoring from a team with more than 20 years’ experience
A supported pathway to move into an advisory role
A workplace where people are seen, supported and encouraged to build a meaningful career
This is a guided entry into a profession that genuinely improves people’s lives. We love it. We’re looking for someone who will love it too.
Salary will align with the Banking, Finance and Insurance Award and depends on experience.
To apply: Send us your resume and a short note about why this opportunity feels like the right next step for you.
