Entry-Level Financial Planning Trainee – Start Your Advisory Career

Unitec; Adelaide; On-site; AUD 52,000 - 66,000; Full time

Benefits offered by this job

Health benefits

Wellness program

Job summary

RSM Australia is seeking an entry-level financial planning support role to learn and develop under the guidance of experienced advisers. You will lay the groundwork for a financial planning career with an eye toward eventual full qualification.

Ideal for recent graduates or those with a graduate diploma, the role offers exposure to investment advice preparation and client administration within a collaborative team at RSM Australia.

Qualifications

• Completed a Business / Finance / Commerce degree or relevant graduate diploma of Financial Planning.
• Scheduled to complete studies by end of 2026.
• Strong communication skills and attention to detail.
• Ability to work autonomously and in a team.

Responsibilities

• Learn the relevant legislation & financial planning standards and industry practices.
• Assist 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.

Skills

Communication skills

Attention to detail

Autonomous work

Team collaboration

Education

Business/Finance/Commerce degree

Graduate diploma in Financial Planning

Completion by 2026

Job description

RSM Australia is seeking an entry-level financial planning support role to learn and develop under the guidance of experienced advisers. You will lay the groundwork for a financial planning career with an eye toward eventual full qualification.

Ideal for recent graduates or those with a graduate diploma, the role offers exposure to investment advice preparation and client administration within a collaborative team at RSM Australia.