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.
Responsibilities
* 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.
* Provide one‐on‐one support to a Senior Financial Adviser.
* Ensure client service standards are met.
Qualifications
* 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.
Benefits
Working for RSM entitles everyone to a wide range of leading health, wellness, financial and lifestyle benefits.
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