Associate Adviser

Posted 4 Days Ago
Be an Early Applicant
Perth, Western Australia, AUS
In-Office
Junior
Professional Services • Consulting
The Role
Supports a Senior Financial Adviser by researching and preparing complex financial planning, investment, and personal insurance recommendations. Provides technical guidance amid legislative changes, assists with advice development projects, attends client meetings, records meeting notes, delegates tasks, and maintains client service standards. The role requires financial planning industry knowledge, strong communication and attention to detail, and the ability to work independently and collaboratively.
Summary Generated by Built In

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 Associate Adviser 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.

  • Providing one on one support to a Senior Financial Adviser;

  • 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

  • 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.

Skills Required

  • Two years of experience 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
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: London
3,665 Employees
Year Founded: 1964

What We Do

RSM is a leading global network of assurance, tax and consulting firms focused on the middle-market. We share skills, insight and resources, as well as a client-centric approach that is based on a deep understanding of your business. This is how we empower you to move forward with confidence. This is The Power of Being Understood.

Similar Jobs

Remote or Hybrid
2 Locations
289097 Employees

Braze Logo Braze

Account Executive

Marketing Tech • Mobile • Software
Easy Apply
Remote or Hybrid
Australia
2000 Employees

ServiceNow Logo ServiceNow

Enterprise Account Exec - Mining, Resources & Energy

Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Hybrid
Perth, Western Australia, AUS
29000 Employees

HiBob Logo HiBob

Digital Marketing Manager

HR Tech • Information Technology • Professional Services • Sales • Software
Remote or Hybrid
Australia
1350 Employees

Similar Companies Hiring

Fora Thumbnail
Agency • On-Demand • Professional Services • Sales • Software • Travel • Hospitality
New York, NY
250 Employees
Energy CX Thumbnail
Greentech • Professional Services • Business Intelligence • Consulting • Energy • Financial Services • Utilities
Chicago, IL
108 Employees
Northslope Thumbnail
Artificial Intelligence • Information Technology • Software • Analytics • Consulting • Generative AI
London, GB
100 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account