Updating Results

RSM

4.3
  • #6 in Accounting & advisory
  • 1,000 - 50,000 employees

Financial Services Graduate

Sydney
Our Sydney Financial Services division are looking to connect with a Graduate Paraplanner to join our team!

Opportunity details

Opportunity Type
Graduate Job
Number of Vacancies
55000-60000
Start Date
ASAP

Application dates

Applications Open
20 Apr 2021
Applications Close
17 May 2021

Minimum requirements

Minimum Prior Qualification
Bachelor
Accepting International Applications
No
Qualifications Accepted
B
Accounting
Commerce
Finance

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 a leading professional services firm with extensive networking, learning, and career opportunities.

Current Opportunity

Our Financial Services team in the Sydney 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 their own financial services license, 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;
  • Managing client investment portfolios, insurance policies, and implementing the advice.

About you

  • Have completed or completing 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 allows 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.

Graduate Success Stories


  • Graduate stories
Through my short time at RSM, I’ve worked on clients across a broad range of industries, this being one of the main reasons why I chose audit.

Rupert Middleton

  • Graduate stories
Through my short time at RSM, I’ve worked on clients across a broad range of industries, this being one of the main reasons why I chose audit.

Rupert Middleton

  • Graduate stories
At RSM, we pride ourselves on our professionalism and quality of work provided to clients. The work we undertake varies and no two clients are the same.

Nicole Moffatt

  • Graduate stories
At RSM, we pride ourselves on our professionalism and quality of work provided to clients. The work we undertake varies and no two clients are the same.

Nicole Moffatt

  • Graduate stories
Through my short time at RSM, I’ve worked on clients across a broad range of industries, this being one of the main reasons why I chose audit.

Rupert Middleton

  • Graduate stories
Through my short time at RSM, I’ve worked on clients across a broad range of industries, this being one of the main reasons why I chose audit.

Rupert Middleton

  • Graduate stories
At RSM, we pride ourselves on our professionalism and quality of work provided to clients. The work we undertake varies and no two clients are the same.

Nicole Moffatt

  • Graduate stories
At RSM, we pride ourselves on our professionalism and quality of work provided to clients. The work we undertake varies and no two clients are the same.

Nicole Moffatt


Related Courses


Masters (Coursework)

Ducere Global Business School and Torrens University Australia, two world class organisations have forged a ground-breaking collaboration to transform your career with Australia’s most innovative online MBA.
Entry Requirements
  • Option A: Bachelor’s degree and a minimum of 3+ years of professional experience

  • Option B: Year 12 (or equivalent) and 7+ years of professional experience

You need to illustrate eligibility for the course by providing supporting documentation for one of the above options

Intake Months
Feb, Jul, Sep
Duration
15 months full-time, 3 years part-time
Study Mode
Online