Entry-Level Graduate: Financial Planning Associate

MMSU Global Association, Inc.; Adelaide; Hybrid; AUD 45,000 - 60,000; Full time

Job summary

RSM Australia is seeking an entry-level Financial Planning Assistant in Adelaide. The role focuses on learning legislation, planning standards and industry practices, with a pathway toward full qualification.

Join a growing team and work directly with experts, supporting advisers in client administration, investment documentation and the execution of recommendations as you build your financial planning career.

Qualifications

• Bachelor/graduate with degree in Business, Finance or Commerce or a graduate diploma in Financial Planning.
• University studies expected to complete by end of 2026.
• Demonstrated communication, attention to detail and ability to work autonomously or in a team.

Responsibilities

• Learn relevant legislation, financial planning standards and industry practices.
• Assist in preparing investment advice documents for clients.
• Support financial advisers with client administration and processes.
• Support advisers in implementing investment recommendations.

Skills

Strong communication

Strong attention to detail

Autonomy and teamwork

Education

Business/Finance/Commerce degree

Graduate Diploma of Financial Planning

Job description

RSM Australia is seeking an entry-level Financial Planning Assistant in Adelaide. The role focuses on learning legislation, planning standards and industry practices, with a pathway toward full qualification.

Join a growing team and work directly with experts, supporting advisers in client administration, investment documentation and the execution of recommendations as you build your financial planning career.