Graduate - Financial Planning (Adelaide)

Graduate - Financial Planning (Adelaide)

19 Oct
|
SEEK Grad
|
Adelaide

19 Oct

SEEK Grad

Adelaide

Who we are:

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 experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.

About the role:

This is an entry level position with a heavy focus on learning and development and assisting the division. Join a growing team and work directly with experts in the field. In this role you will lay the groundwork and build your financial planning career, with a view towards full qualification over time. This is a great opportunity for a recent graduate or graduate diploma qualified candidate to start their career and take steps to become a trusted advisor for their clients

KEY RESPONSIBILITIES:

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

EDUCATION REQUIREMENTS

Essential





- Completed a Business / Finance / Commerce degree or relevant graduate diploma of Financial Planning
- Completed university studies or scheduled to complete end of 2026

DEMONSTRATED EXPERIENCE & ATTRIBUTES:

Essential

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

Life at RSM:

RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!

Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.

How to apply:

Please click on the “apply” button and complete our online application form.

Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.

📌 Graduate - Financial Planning (Adelaide)
🏢 SEEK Grad
📍 Adelaide

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