Financial Planning Specialist

4 days ago


Ballarat, Victoria, Australia RSM AUSTRALIA Full time

Develop Your Career as a Paraplanner with RSM Financial Services Australia

RSM Financial Services Australia is seeking a skilled Paraplanner to join our team of financial advisers in Ballarat. As a Paraplanner with RSM, you will have the opportunity to develop personalised Statements of Advice (SOAs) and Retirement Options (ROAs), technical solutions, and financial strategies for our clients.

You will work closely with experienced financial advisers to develop quality advice and technical solutions, ensuring that our clients receive the best possible service. Your key responsibilities will include:

  • Preparing Personalised SOAs and ROAs
  • Developing Technical Solutions and Financial Strategies
  • Preparation of Personalised Review Reports
  • Maintaining Compliance Requirements
  • Staying Up-to-Date with Industry Developments

To be successful in this role, you will need:

  • Experience in Preparing SOAs and ROAs
  • Product Research and Comparisons
  • Minimum 2 Years' Experience in the Industry
  • Excellent Knowledge of Financial Planning Concepts
  • Strong Attention to Detail
  • Ability to Work Independently and as Part of a Team

If you are a motivated and organised individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.



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