Graduate Financial Planning Associate | Learn & Grow

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

Job summary

RSM Australia in Adelaide is offering an entry-level position focused on learning and development to lay the groundwork for a financial planning career. You will work directly with experts, develop qualifications, and aim for full certification over time.

The role provides exposure to preparing investment documents, supporting advisers with client administration, and implementing recommendations, with a supportive team environment across Australia.

Qualifications

• Completed a Business / Finance / Commerce degree or relevant graduate diploma of Financial Planning.
• Scheduled to complete end of 2026.
• Strong communication skills.

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.

Skills

Strong communication

Attention to detail

Teamwork

Education

Bachelor's degree or Graduate Diploma in Financial Planning

Job description

RSM Australia in Adelaide is offering an entry-level position focused on learning and development to lay the groundwork for a financial planning career. You will work directly with experts, develop qualifications, and aim for full certification over time.

The role provides exposure to preparing investment documents, supporting advisers with client administration, and implementing recommendations, with a supportive team environment across Australia.