Job Description

Our client in Bellerive, Eastern Shore, Hobart, are a boutique financial planning firm supporting clients across Tasmania and Australia. They are committed to delivering tailored advice and building long-term client relationships.

This is an ideal opportunity for someone who enjoys structured work, takes pride in accuracy, and is interested in developing a long-term career in financial planning

It's a great way to study towards a National qualification, while getting the on-the-job experience which is so important for your future.

As a Certificate III Business trainee, you’ll play a vital role within a supportive office environment.

🌟 What You Can Expect:

• Achieve your qualification in just two years with one-on-one, on-the-job training from experienced trainers.
• Full-time employment from day one, with paid holidays and full entitlements.
• Ongoing support and mentoring from your supervisor and dedicated trainer.
• Be part of a welcoming and professional team.
• Work in a respectful, inclusive, and values-driven environment.
• Enjoy variety, flexibility, and opportunities to grow.

👩‍💼 What You’ll Be Doing:

• Managing client appointments and coordinating advisers’ calendars
• Maintaining accurate client records and filing systems (digital and physical)
• Preparing documentation and supporting administrative processes
• Assisting with compliance requirements and internal procedures
• Providing administrative support across the team
• Opportunity to assist with paraplanning tasks and develop financial advice skills (training provided for the right candidate)

This role is central to keeping our operations running smoothly and supporting our advisers in delivering high-quality client outcomes.

👀 What We Are Looking For:

• Experience in an administrative role (financial services experience is advantageous but not essential)
• Strong organisational skills and high attention to detail
• Confident written and verbal communication skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• A professional, reliable, and team-focused approach
• Ability to manage priorities and work with minimal supervision

📌 Quick Facts:

• Employer: Work & Training - hosted to our valued client.
• Training: Delivered one-on-one at your workplace.
• Wage: National Training Wage applies.
• Leave: 4 weeks of paid annual leave per year.

📲 How to Apply:

• Upload your current resume.
• Complete the online recruitment profile.

✅ What Happens Next?

1. We’ll contact suitable applicants for an initial discussion.
2. You may be asked to complete aptitude testing.
3. Final stage is a face-to-face interview with our valued host.
4. If selected, you’ll sign your training contract and be ready to start your new role!

We are committed to supporting National Reconciliation efforts through the implementation of our Reconciliation Action Plan, fostering respectful relationships and creating meaningful opportunities with Aboriginal and Torres Strait Islander peoples