Senior Paraplanner — Technical Financial Planning Expert

BPT The Birdanco Practice Trust; Western Australia; Sur place; AUD 60 000 - 85 000; Plein temps

Avantages offerts par ce poste

Health and wellness benefits

Résumé du poste

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

You will provide one-on-one support to a Senior Financial Adviser, prepare Statements of Advice, and contribute to complex financial planning strategies while developing your expertise in a supportive, collaborative environment.

Qualifications

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

Responsabilités

• Provide one on one support to a Senior Financial Adviser.
• Prepare Statements of Advice and research recommendations with complex financial planning strategies.
• Support advisory projects and development initiatives in a changing regulatory landscape.
• Attend client meetings and take notes; facilitate task delegation and follow-ups.
• Ensure client service standards are met and maintained.

Connaissances

Communication skills

Attention to detail

Autonomy & teamwork

Financial planning knowledge

Description du poste

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

You will provide one-on-one support to a Senior Financial Adviser, prepare Statements of Advice, and contribute to complex financial planning strategies while developing your expertise in a supportive, collaborative environment.