2021 Graduate Paraplanner - Financial Services - Bunbury null

RSM Financial Services is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We offer the combined benefits of leading professional services firm with extensive networking, learning and career opportunities. 

Current Opportunity:

Our Financial Services team in the Bunbury office is expanding, and we are looking to connect with an emerging Graduate who is ready to kick start their career!

RSM Financial Services holds its own financial services licence, meaning you will gain experience across a large range of financial investments and platforms. The benefits of a growing team mean there is a clear career path progression for those wanting to develop into qualified Financial Planner. 

Key Responsibilities:

As a member of our Financial Services team, you will gain exposure to: 

• Learning the relevant legislation and financial planning standards;
• Developing an understanding of the financial planning process, client needs, software, investment and insurance products,
• Maintaining and updating client data
• Assisting in the preparation of investment recommendations for clients, including the drafting of Statements of Advice and Records of Advice; and
• Managing client investment portfolios, insurance policies and implementing the advice.

About you:

• Have completed or completed a relevant degree;
• Commitment to providing excellent customer service;
• Strong ethical standards and desire to help our clients;
• A desire to learn and build your financial knowledge;
• A collaborative personality who thrives in a team; and
• Excellent written and verbal communication skills.

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. 

Note: Applicants must hold Australian or New Zealand Citizenship or Permanent Residency at the time of application

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.