Graduate Financial Planner: Learn & Grow with Experts

GOTAFE; Adelaide; Hybrid; AUD 55,000 - 70,000; Full time

Job summary

RSM Australia is offering an entry-level role focused on learning and development in financial planning. You will support in preparing investment documents, learn legislation and industry standards, and work with experienced advisers to build your career towards full qualification.

Ideal candidates have a Business/Finance/Commerce degree or graduate diploma in Financial Planning, with strong communication, attention to detail, and the ability to work autonomously or in a team.

Qualifications

• Completed a Business / Finance / Commerce degree or relevant graduate diploma of Financial Planning
• Completed university studies or scheduled to complete end of 2026
• Strong communication skills
• Strong attention to detail
• Ability to work autonomously and as part of a team

Responsibilities

• Learning the relevant legislation & financial planning standards and industry practices
• Assisting 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

Strong communication

Attention to detail

Autonomous & teamwork

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. You will support in preparing investment documents, learn legislation and industry standards, and work with experienced advisers to build your career towards full qualification.

Ideal candidates have a Business/Finance/Commerce degree or graduate diploma in Financial Planning, with strong communication, attention to detail, and the ability to work autonomously or in a team.