Graduate Financial Planner: Start Your Advisory Career

Stfrancis; Adelaide; Hybrid; AUD 45,000 - 65,000; Full time

Job summary

RSM Australia is offering an entry level position with a strong focus on learning and development within the financial planning division. You will work closely with experts to lay the groundwork for your career and progress toward full qualification over time.

This is an ideal opportunity for a recent graduate or graduate diploma holder to start their career, build professional credibility, and become a trusted advisor for clients in a supportive environment.

Qualifications

• Bachelor’s degree or graduate diploma in Financial Planning or related field.
• Strong communication skills and attention to detail required.
• Ability to work autonomously and as part of a team.

Responsibilities

• Learn the relevant legislation & financial planning standards and industry practices.
• Assist 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 skills

Strong attention to detail

Autonomy & teamwork

Education

Business / Finance / Commerce degree

Graduate diploma of Financial Planning

Job description

RSM Australia is offering an entry level position with a strong focus on learning and development within the financial planning division. You will work closely with experts to lay the groundwork for your career and progress toward full qualification over time.

This is an ideal opportunity for a recent graduate or graduate diploma holder to start their career, build professional credibility, and become a trusted advisor for clients in a supportive environment.