Graduate - Financial Planning

rsmaus; Adelaide; On-site; AUD 52,000 - 72,000; Full time

Job summary

RSM Australia in Adelaide offers an entry-level role focused on learning and development in financial planning. You will work closely with expert advisers, lay the groundwork for a successful career, and be supported toward full qualification over time.

A recent graduate or graduate diploma holder will gain exposure to investment planning, client administration, and professional guidance in a collaborative team.

Qualifications

• Must have a completed Business / Finance / Commerce degree or graduate diploma in Financial Planning.
• University studies must be completed or expected to complete by end of 2026.
• Strong communication skills, keen attention to detail, and the ability to work autonomously and in a team.

Responsibilities

• Learn relevant legislation and financial planning standards.
• Assist in preparing investment advice documents for clients.
• Support financial advisers with general client administration and processes.
• Assist in implementing investment recommendations.

Skills

Strong communication skills

Strong attention to detail

Autonomy and teamwork

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.

Who we are:

RSM Australia is a member of RSM, the world's 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.

About the role:

Position Summary: 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.

About you:

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.