RSM Australia
2021 Graduate Paraplanner - Financial Services - Bunbury (Start ASAP)
Bunbury
Opportunity expired
Opportunity details
- Graduate Job or Program
- AUD 50,000 - 60,000 / Year
- 1 vacancy
- Apply by 6 Dec 2021
- Start date ASAP
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 leading professional services firm with extensive networking, learning and career opportunities.
Current Opportunity:
Our Financial Services team in the Bunbury 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 its own financial services licence, 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; and
- Managing client investment portfolios, insurance policies and implementing the advice.
About you:
- Have completed or completed 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 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.
Note: Applicants must hold Australian or New Zealand Citizenship or Permanent Residency at the time of application
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.
Hiring criteria
- No experience required
- Australian Citizen +more
- Business & Management +more
- Associate Degree or higher
Reviews
As an externally facing consultant, I am responsible for organising and managing multiple audits and client relations at any single point in time. This mainly involves building new test work papers to audit clients against, interviewing clients on the controls, documenting the findings and supporting evidence and formulating a final report.
Audits at the company sets unrealistic deadlines and huge workloads on seniors. site audit are much more enjoyable and offer more opportunity to learn.
As an Undergradute, I am afforded a higher level of responsibility and autonomy than I expected, while still having a support system in place to assist when I am stuck or need assistance with workflow/technical issues. My day to day responsibilities include a range of activities, mainly preparing financial statements for clients while gettting exposure to a variety of new expereinces or once off tasks
About the employer
RSM Australia
4.0
1,000 - 50,000 employees
Accounting & Advisory
RSM is one of Australia’s largest mid-tier accounting firms, combining the benefits of a large network with a supportive, people-oriented workplace.
Pros and cons of working at RSM Australia
Pros
The people who we work with are extremely nice and encouraging when it comes to making mistakes and learning."
RSM is a very Corporate Socially Responsible, by ensuring environmental procedures like recycling paper, and limiting the amount of paper used due to using computer and other electronics instead.
The hours are very flexible. I have the option to work earlier, or swap days that I don't work.
There are always opportunities to move up, usually propelled by the growth of the firm and availability of senior positions.
The firm is always giving us opportunities to participate in training sessions.
Cons
Renumeration is in line with averages when starting out. However, this is made up for by a much quicker promotions path which compensates for this.
Woking on projects of the same type, where I feel less motivated - Sometimes my feedback to managers feels ignored.
One challenge at our company is the limited availability of desk space, which can be an issue if not booked promptly enough.
I'm not really sure how I would move up the ranks – not that I want to – but no one has had that conversation with me.
Space is getting small, considering more staff have come on board in the last year.