Graduate Financial Planner: Learn, Grow & Become an Advisor

RSMFS RSM Financial Services Pty Ltd; Adelaide; On-site; AUD 50,000 - 75,000; Full time

Benefits offered by this job

Health, wellness & lifestyle benefits

Job summary

RSM Australia is offering an entry level role focused on learning and development in financial planning, with direct exposure to senior advisers and a path to full qualification. You will support in preparing investment advice documents, learn legislation and standards, and develop client service skills while working within a supportive, collaborative team.

Ideal graduates or Diploma candidates will gain practical experience across a growing advisory division.

Qualifications

• Essential degree in business/finance/commerce or graduate diploma in financial planning.
• Strong communication and attention to detail are required.
• Ability to work autonomously and as part of a team.

Responsibilities

• Learn the relevant legislation and financial planning standards and industry practices.
• Assist in the preparation of investment advice documents for clients; support financial advisers with client administration and processes.
• Support financial advisers in the implementation of investment recommendations.

Skills

Communication skills

Attention to detail

Autonomous & team work

Education

Business/Finance/Commerce degree

Graduate diploma of Financial Planning

Job description

RSM Australia is offering an entry level role focused on learning and development in financial planning, with direct exposure to senior advisers and a path to full qualification. You will support in preparing investment advice documents, learn legislation and standards, and develop client service skills while working within a supportive, collaborative team.

Ideal graduates or Diploma candidates will gain practical experience across a growing advisory division.