Paraplanner to Associate Adviser – Technical Financial Planning

RSM Australia; Western Australia; Vor Ort; AUD 85.000 - 110.000; Vollzeit

Benefits dieser Stelle

Health benefits

Lifestyle benefits

Zusammenfassung

RSM Australia is seeking an experienced Associate Adviser / Paraplanner to join our growing Financial Services team in Perth. This role focuses on technical excellence, high-quality advisory work, and long-term professional development.

With strong demand, it offers genuine career progression, technical development, and exposure to complex, high-quality advice work for someone with niche expertise.

Qualifikationen

• 2 years' experience in an Associate Adviser / Senior Paraplanner role.
• Extensive knowledge of the Financial Planning industry.
• Strong communication and attention to detail.

Aufgaben

• Provide one on one support to a Senior Financial Adviser.
• Prepare Statements of Advice.
• Research and prepare recommendations containing complex financial planning strategies, investment and personal insurance advice.
• Undertake projects relating to advice development.
• Provide technical support to financial advisers within changing legislation.
• Attend client meetings, take notes and delegate tasks.
• Ensure client service standards are met.

Kenntnisse

Financial planning knowledge

Attention to detail

Strong communication

Autonomy

Team collaboration

Jobbeschreibung

RSM Australia is seeking an experienced Associate Adviser / Paraplanner to join our growing Financial Services team in Perth. This role focuses on technical excellence, high-quality advisory work, and long-term professional development.

With strong demand, it offers genuine career progression, technical development, and exposure to complex, high-quality advice work for someone with niche expertise.