- Location
- Perth, Australia
- Type
- Full-time
- Source
- Workday
Description
OUR VALUE PROPOSITION
At RSM, our purpose is to instill confidence in a world of change for both our clients and our people.
RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.
Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.
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:
At RSM Australia, we’re looking for an experienced Paraplanner to join our growing Financial Services team in Perth.
This is a rare opportunity to apply your niche expertise in a role focused on technical excellence, high-quality advisory work, and long-term professional development.
With strong demand, this is a standout opportunity for someone looking to leverage their niche expertise in a role offering genuine career progression, technical development, and exposure to complex, high-quality advice work.
The Opportunity
Preparation of Statements of Advice for a team of Advisers;
Research and prepare recommendations containing complex financial planning strategies, investment advice and personal insurance advice;
Projects relating to advice development
Provide financial advisers with technical support within a changing legislative landscape;
Attend client meetings, attend to meeting notes and delegate tasks
Providing one on one support to a Senior Financial Adviser
Ensure client service standards are met
About you:
2 years in a similar role
Extensive knowledge of the Financial Planning industry
Strong Communication Skills
Strong 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.