Graduate - Financial Services (City of Sydney)

Graduate - Financial Services (City of Sydney)

05 Aug
|
BPT The Birdanco Practice Trust
|
City of Sydney

05 Aug

BPT The Birdanco Practice Trust

City of Sydney

Overview

RSM Australia’s value proposition is to instill confidence in a world of change for clients and people. We support a people‑centric, cooperative culture and invest in your future. As a leading professional services firm, we connect you to a global network and value the meaningful work you do. Our three values are integrity, supporting clients everywhere, and developing and valuing everyone.

RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award‑winning professional services firm with over 100 years of experience supporting Australian businesses, with a culture that fosters growth, collaboration and success.

About the role

RSM contains a fully accredited Financial Planning practice that devises practical solutions to help clients achieve their goals. This position provides a newly graduated student the opportunity to join a team of experts and commence a career in Financial Planning.

This is an entry level position with a strong focus on learning and development and assisting the division. You will join a growing team with a view towards full qualification over time. The role is set to start in January 2027.

Responsibilities

- Learning the relevant legislation, financial planning standards and industry practices.
- Assisting in the preparation of investment advice documents for clients.
- Supporting financial advisers with general client administration and processes.
- Supporting financial advisers in the implementation of investment recommendations.





Qualifications

Education requirements – Essential: Completed a Business / Finance / Commerce degree by December 2026 or earlier; Major in Financial Planning or demonstrated interest.

Experience & attributes

- Essential: Strong communication skills.
- Essential: Strong attention to detail.
- Essential: Ability to work autonomously and as part of a team.

Life at RSM

RSM provides a great environment to build skills and confidence, helping our people achieve their best. We are trusted advisors to our clients, and we seek the right people for the job. Our network of offices across Australia and the world allows us to offer personal service to all clients, regardless of location. Working for RSM entitles everyone to a wide range of health, wellness, financial and lifestyle benefits.

How to apply

Please click the “apply” button and complete our online application form. Agencies are thanked for thinking of us, but recruitment is managed internally, and we will reach out to preferred suppliers if we need assistance. Applications are now open for RSM’s 2027 Graduate program.

Be part of something you can be proud of and join an esteemed accounting firm recognized for its excellence. Our commitment to client satisfaction has earned us a prestigious title of Best Accounting and Consulting Firm for five consecutive years. You will join a team that connects you to an extensive network of national and global resources.

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📌 Graduate - Financial Services (City of Sydney)
🏢 BPT The Birdanco Practice Trust
📍 City of Sydney

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