Graduate - Financial Planning

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

OUR VALUE PROPOSITION

At RSM, our purpose is to instill confidence in a world of change for both our clients and our people. RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change. Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.

About the role

This is an entry level position with a heavy focus on learning and development and assisting the division. Join a growing team and work directly with experts in the field. In this role you will lay the groundwork and build your financial planning career, with a view towards full qualification over time. This is a great opportunity for a recent graduate or graduate diploma qualified candidate to start their career and take steps to become a trusted advisor for their clients.

KEY 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.

Education Requirements

Essential Completed a Business / Finance / Commerce degree or relevant graduate diploma of Financial Planning Completed university studies or scheduled to complete end of 2026

DEMONSTRATED EXPERIENCE & ATTRIBUTES

Essential Strong communication skills Strong attention to detail Ability to work autonomously and as part of a team

Life at RSM

RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!

Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.

Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.

At RSM, we believe that a little understanding goes a long way in building a fulfilling career. We are dedicated to creating an environment where you are valued for your expertise, but also for who you are as an individual. We believe that success stems from a collective effort, and we foster a collaborative atmosphere where your voice is heard, your ideas are valued and your contributions are recognised.

When you choose RSM, you're selecting more than just a job. You're becoming part of an esteemed accounting firm that has consistently been recognized for its excellence. Our unwavering commitment to client satisfaction has earned us the prestigious title of Best Accounting and Consulting Firm for five consecutive years.