Graduate Financial Planning Analyst - Learn & Grow

CSEA; Adelaide; Hybrid; AUD 50,000 - 65,000; Full time

Benefits offered by this job

Health benefits

Wellness program

Lifestyle benefits

Financial benefits

Job summary

RSM Australia is hiring an entry-level financial planning assistant to learn the foundations of the profession and support the division. You will work directly with experienced advisers, laying the groundwork for a financial planning career and aiming for qualification over time.

The role suits recent graduates or those with a graduate diploma, offering hands-on experience across client administration, documentation, and the delivery of investment recommendations.

Qualifications

• Strong communication skills and ability to work autonomously
• Attention to detail is essential
• Capability to work both independently and as part of a team

Responsibilities

• Learn the relevant financial planning standards and industry practices
• Assist in preparing investment advice documents for clients
• Support financial advisers with client administration and processes
• Assist in implementing investment recommendations

Skills

Strong communication

Attention to detail

Autonomous & team player

Education

Bachelor's degree in Business/Finance/Commerce or Graduate Diploma of Financial Planning

Job description

RSM Australia is hiring an entry-level financial planning assistant to learn the foundations of the profession and support the division. You will work directly with experienced advisers, laying the groundwork for a financial planning career and aiming for qualification over time.

The role suits recent graduates or those with a graduate diploma, offering hands-on experience across client administration, documentation, and the delivery of investment recommendations.