Financial Planning Advisory Associate

RSM Australia; Western Australia; On-site; AUD 90,000 - 130,000; Full time

Job summary

RSM Australia in Perth is seeking an experienced Associate Adviser to join our growing Financial Services team. This role focuses on delivering high-quality advisory work, applying niche expertise, and supporting advisers with technical knowledge.

With strong demand, this position offers clear career progression, exposure to complex financial planning strategies, and long-term professional development within a collaborative, client-focused culture.

Qualifications

• Minimum 2 years in a similar role.
• Extensive knowledge of the Financial Planning industry.
• Strong communication skills and attention to detail.

Responsibilities

• Providing one on one support to a Senior Financial Adviser.
• Research and prepare recommendations containing complex financial planning strategies, investment advice and personal insurance advice.
• Projects relating to advice development.
• Provide financial advisers with technical support within a changing legislative landscape.
• Attend client meetings, attend to meeting notes and delegate tasks.
• Ensure client service standards are met.

Job description

RSM Australia in Perth is seeking an experienced Associate Adviser to join our growing Financial Services team. This role focuses on delivering high-quality advisory work, applying niche expertise, and supporting advisers with technical knowledge.

With strong demand, this position offers clear career progression, exposure to complex financial planning strategies, and long-term professional development within a collaborative, client-focused culture.