Financial Planning Specialist

4 days ago


Sydney, New South Wales, Australia RSM AUSTRALIA Full time

RSM Australia is seeking a highly skilled Financial Planning Specialist to join our Sydney Financial Services team.

As a key member of our team, you will be responsible for developing high-quality advice and technical solutions for clients, working closely with our financial advisers to deliver exceptional results.

The ideal candidate will have a minimum of 2 years' experience in the industry, with a strong understanding of financial planning concepts and processes, as well as excellent knowledge of risk and compliance in relation to investments, superannuation and insurance.

Key responsibilities will include:

  • Developing and implementing technical solutions and strategies to meet the needs of our clients;
  • Preparing high-quality advice documents, ensuring compliance with regulatory requirements;
  • Providing exceptional client service and building strong relationships with our clients;
  • Assisting in the development and implementation of business strategies to drive growth and success;

If you are a motivated and detail-oriented professional with a passion for financial planning, we encourage you to apply for this exciting opportunity.



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