At a Glance
- Tasks: Learn financial planning and assist experts in preparing investment advice for clients.
- Company: Join RSM, a leading global professional services firm with a people-first culture.
- Benefits: Enjoy health, wellness, and lifestyle benefits while building your career.
- Other info: Dynamic team environment with opportunities for growth and development.
- Why this job: Kickstart your financial planning career with hands-on experience and mentorship.
- Qualifications: Must have a Business/Finance degree or relevant graduate diploma.
The predicted salary is between 47250 - 57750 $ per year.
OUR VALUE PROPOSITION
At RSM, our purpose is to instill confidence in a world of change for both our clients and our people. RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change. Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values - integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.
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:
Position Summary
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 your 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
About You
EDUCATION REQUIREMENTS
- 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
- 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: RSM Australia
At RSM Australia, we pride ourselves on being an exceptional employer that champions a people-centric and collaborative culture. Our commitment to your professional growth is evident through extensive training opportunities, mentorship programs, and a supportive work environment that values integrity and teamwork. With access to a global network and a focus on meaningful work, you'll find a rewarding career path in our Corporate Finance team, where your contributions will directly impact clients and the community.
