Graduate Financial Planner Trainee – Learn & Grow

Cognitioworld; Adelaide; Hybrid; AUD 55,000 - 65,000; Full time

Benefits offered by this job

Health benefits

Wellbeing programs

Lifestyle benefits

Job summary

RSM Australia is offering an entry-level position focused on learning and development in financial planning. You will work directly with experts, lay the groundwork for your career, and progress toward full qualification while supporting the division and clients.

This role is ideal for a recent graduate or graduate-diploma holder aiming to become a trusted advisor, with opportunities to learn compliance, documentation, and client administration.

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; attention to detail; 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 advisers in the implementation of investment recommendations.

Skills

Strong communication

Attention to detail

Autonomous and team player

Education

Business/Finance/Commerce degree

Graduate diploma of Financial Planning

Job description

RSM Australia is offering an entry-level position focused on learning and development in financial planning. You will work directly with experts, lay the groundwork for your career, and progress toward full qualification while supporting the division and clients.

This role is ideal for a recent graduate or graduate-diploma holder aiming to become a trusted advisor, with opportunities to learn compliance, documentation, and client administration.