Are you a first-year university student passionate about finance and looking to kickstart your career in a professional, high-performing team? 🌟

Aspirations Wealth Group is seeking a motivated and detail-oriented Entry Level Finance Assistant to join our boutique financial planning practice.

📍 Location: Miranda, 2228
🕒 Employment Type: Permanent Part-Time (2 days/week)
🎓 Ideal for: First-year university students studying Business, Finance, Economics, IT, or Computer Science

About Aspirations Wealth Group

We are a successful, privately owned, self-licensed financial planning firm

A boutique, high-touch approach to client service

A team of 4 experienced advisers and 6 dedicated support staff

A strong focus on delivering quality advice to high-net-worth clients

Your Key Responsibilities:

Administration support for our four financial advisers

Prepare simple Records of Advice for our clients

Prepare PowerPoint reports for client meetings

Confirm investment trades have been completed, across various platforms

Answer phone calls or greet clients at reception

The ideal candidate will possess:

Passion for Finance – You’re excited about building a career in financial planning

Strong Written and Numerical Skills – Ability to write clear, coherent documents such as emails, letters, and simple Records of Advice, with strong numerical skills and confidence working with figures

Strong Attention to Detail - You never miss a thing because you care about getting it right first time

Tech-Savvy with Microsoft Office Skills – You can demonstrate speed and competency with the Microsoft Office 365 suite

Local - You live nearby and can easily commute to our office

Team Player - You want to be part of a friendly, collaborative and professional team

What we will deliver to you:

A permanent part time position (2 days/week) with flexible days to suit your university timetable

Paid sick leave and annual leave

Potential career path within a top-level boutique financial planning firm

Excellent experience and a fun hard-working team

Gain a head start on your professional career with meaningful experience that will set you apart and build a strong foundation in the finance sector

A competitive starting income

Qualifications required:

Ideally you are a first-year university student in business, finance, economics, IT, or computer science

Completed HSC with excellent English and Maths skills

Preference given to local candidates

📌 Applications without a cover letter will not be reviewed.
🚫 No recruitment agencies please.