Senior Paraplanner | Technical Financial Planning Advisor

RSM US LLP; Western Australia; On-site; AUD 70,000 - 90,000; Full time

Job summary

RSM Australia is seeking an experienced Associate Adviser / Paraplanner to join our growing Financial Services team in Perth. This role offers exposure to high-quality advisory work, complex financial planning strategies, and long-term professional development.

The ideal candidate will have 2 years' experience in an Associate Adviser / Senior Paraplanner role and a strong knowledge of the Financial Planning industry. A collaborative, autonomous working style is essential.

Qualifications

• 2 years' experience in an Associate Adviser / Senior Paraplanner role.
• Extensive knowledge of the Financial Planning industry.
• Strong communication skills.
• Strong attention to detail.
• Ability to work autonomously and as part of a team.

Responsibilities

• Providing one on one support to a Senior Financial Adviser.
• Preparation of Statements of Advice.
• Research and prepare recommendations containing complex financial planning strategies, investment advice and personal insurance advice.
• Projects relating to advice development.
• Provide financial advisers with technical support within a changing legislative landscape.
• Attend client meetings, attend to meeting notes and delegate tasks.
• Providing one on one support to a Senior Financial Adviser.
• Ensure client service standards are met.

Skills

Paraplanning

Financial planning

Communication

Attention to detail

Autonomous work

Job description

RSM Australia is seeking an experienced Associate Adviser / Paraplanner to join our growing Financial Services team in Perth. This role offers exposure to high-quality advisory work, complex financial planning strategies, and long-term professional development.

The ideal candidate will have 2 years' experience in an Associate Adviser / Senior Paraplanner role and a strong knowledge of the Financial Planning industry. A collaborative, autonomous working style is essential.