Financial Services Advisory Associate — Perth

Rsm-; Perth; Vor Ort; AUD 70.000 - 100.000; Vollzeit

Benefits dieser Stelle

Health benefits

Wellness benefits

Lifestyle benefits

Zusammenfassung

RSM Australia in Perth is seeking an experienced Associate Adviser to join our growing Financial Services team. This role focuses on technical excellence, high-quality advisory work, and long-term professional development.

You will provide one-on-one support to a Senior Financial Adviser, research and prepare recommendations, and contribute to advice development while navigating a changing regulatory landscape.

Qualifikationen

• 2 years in a similar role.
• Extensive knowledge of the Financial Planning industry.
• Strong Communication Skills.
• Strong attention to detail.
• Ability to work autonomously and as part of a team.

Aufgaben

• Provide 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

Kenntnisse

Communication

Attention to detail

Financial services knowledge

Team player

Jobbeschreibung

RSM Australia in Perth is seeking an experienced Associate Adviser to join our growing Financial Services team. This role focuses on technical excellence, high-quality advisory work, and long-term professional development.

You will provide one-on-one support to a Senior Financial Adviser, research and prepare recommendations, and contribute to advice development while navigating a changing regulatory landscape.