Entry-Level Financial Planner: Learn & Grow with Experts

PremierAgile Consulting Private Limited; Adelaide; Hybrid; AUD 50,000 - 65,000; Full time

Job summary

RSM Australia is seeking an entry-level candidate to start a financial planning career. You will learn the relevant legislation, assist in preparing investment documents and support advisers with client administration.

This role is ideal for a recent graduate or graduate-diploma holder aiming to become a trusted advisor, with opportunities to develop toward full qualification while working with experienced professionals in a collaborative team.

Qualifications

• Education requirements include a Business / Finance / Commerce degree or relevant graduate diploma in Financial Planning.
• Demonstrated experience & attributes include strong communication, attention to detail, and ability to work autonomously or in a team.

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 advisers in the implementation of investment recommendations.

Skills

Strong communication

Attention to detail

Autonomy & teamwork

Education

Business/Finance/Commerce degree or Grad Dip Financial Planning

University studies to complete by end of 2026

Job description

RSM Australia is seeking an entry-level candidate to start a financial planning career. You will learn the relevant legislation, assist in preparing investment documents and support advisers with client administration.

This role is ideal for a recent graduate or graduate-diploma holder aiming to become a trusted advisor, with opportunities to develop toward full qualification while working with experienced professionals in a collaborative team.