At a Glance
- Tasks: Learn financial planning standards and assist in preparing investment advice for clients.
- Company: Join RSM Australia, a top-tier professional services firm with over 100 years of experience.
- Benefits: Enjoy health, wellness, and lifestyle benefits while building your career.
- Other info: Collaborative environment focused on personal and professional development.
- Why this job: Kickstart your financial planning career with expert guidance and growth opportunities.
- Qualifications: Must have a Business/Finance degree or relevant graduate diploma, graduating by end of 2026.
The predicted salary is between 49500 - 60500 $ per year.
Who we are: RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.
About the role: This is an entry level position with a heavy focus on learning and development and assisting the division. Join a growing team and work directly with experts in the field. In this role you will lay the groundwork and build your financial planning career, with a view towards full qualification over time. This is a great opportunity for a recent graduate or graduate diploma qualified candidate to start their career and take steps to become a trusted advisor for their clients.
Key Responsibilities:
- Learning the relevant legislation & financial planning standards and industry practices
- Assisting in the preparation of investment advice documents for clients
- Support financial advisers with general client administration and processes
- Support financial advisers in the implementation of investment recommendations
Education Requirements:
- Essential: Completed a Business / Finance / Commerce degree or relevant graduate diploma of Financial Planning
- Completed university studies or scheduled to complete end of 2026
Demonstrated Experience & Attributes:
- Essential: Strong communication skills
- Strong attention to detail
- Ability to work autonomously and as part of a team
Life at RSM: RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!
Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.
Graduate - Financial Planning in Adelaide employer: Centro Escolar University
Centro Escolar University offers a supportive and collaborative environment for its employees, fostering professional growth and development. The institution is committed to providing opportunities for continuous learning and career advancement, making it an attractive place for educators and staff alike. With a focus on innovation and excellence in education, Centro Escolar University promotes a culture that values teamwork and individual contributions.
