Financial Adviser

OUR VALUE PROPOSITION

About the role:

We are looking for an experienced Financial Adviser to join our Financial Services team.

This is an opportunity to work with clients across a broad range of financial planning needs, delivering high-quality advice and helping them develop strategies to achieve their financial goals.

You will prepare Statements of Advice, financial modelling and other financial planning documentation, while providing advice across areas including superannuation, insurance, investments, portfolio management, retirement planning and wealth management.

The role also provides the opportunity to develop strong client relationships, contribute to business development and support the development of junior team members.

Key Responsibilities

In this role, you will:

• Research and prepare recommendations incorporating complex financial planning strategies, investment advice and personal insurance advice.
• Provide comprehensive financial planning advice and services across superannuation, insurance, lending, investments, portfolio management, retirement planning and wealth management.
• Prepare Statements of Advice, financial modelling and supporting financial planning documentation.
• Help clients plan for their financial goals by developing appropriate strategies and providing access to a diversified range of products and ongoing services.
• Build and maintain strong, trusted relationships with clients.
• Maintain accurate and up-to-date client records, including within Xplan.
• Identify business development and cross-service opportunities and build strong internal and external referral relationships.
• Contribute to advice development and marketing initiatives.
• Support and mentor junior team members where appropriate.
• Maintain a strong focus on compliance, risk management and quality client outcomes.

About you:

You will be a confident and client-focused financial services professional who combines strong technical capability with excellent relationship-building and communication skills.

To be successful, you will bring:

• A tertiary qualification and relevant diploma.
• Five or more years' relevant professional services experience.
• Appropriate RG146 compliance.
• Strong written and verbal communication skills.
• Excellent attention to detail.
• The ability to analyse complex issues and develop practical, considered solutions.
• Strong organisation and planning skills, with the ability to prioritise effectively.
• The ability to work autonomously while contributing positively to a collaborative team.
• A client-focused approach and the ability to build trusted, long-term relationships.
• Commercial awareness and the ability to identify business development opportunities.

Previous experience supervising, mentoring or developing junior team members would be highly regarded.

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.