Graduate Financial Planning: Start Your Path to Advisor

Centro Escolar University; Adelaide; Hybride; AUD 50 000 - 60 000; Plein temps

Résumé du poste

RSM Australia is seeking an entry-level Financial Planning Assistant to join our team in Adelaide. The role focuses on learning and development and supporting the division as you begin your financial planning career toward full qualification.

This opportunity suits a recent graduate or graduate diploma holder aiming to become a trusted adviser. You will learn legislation, assist with investment documents, and support advisers in client administration and implementing recommendations.

Qualifications

• Essential degree in Business/Finance/Commerce or relevant graduate diploma in Financial Planning.
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Responsabilités

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

Connaissances

Strong communication

Attention to detail

Autonomy & teamwork

Formation

Business / Finance / Commerce degree or Graduate Diploma of Financial Planning

Graduation expected by end of 2026

Description du poste

RSM Australia is seeking an entry-level Financial Planning Assistant to join our team in Adelaide. The role focuses on learning and development and supporting the division as you begin your financial planning career toward full qualification.

This opportunity suits a recent graduate or graduate diploma holder aiming to become a trusted adviser. You will learn legislation, assist with investment documents, and support advisers in client administration and implementing recommendations.