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About the Role
Join Rest, a leading profit-to-member super fund, and help everyday Australians improve their financial position and prepare for retirement. This role offers no revenue targets, less administration, and more time to focus on member outcomes.
Responsibilities
- Provide personalised superannuation, insurance, and retirement advice.
- Engage with members and their families to understand goals and provide intra-fund and non-intra-fund advice.
- Guide members through the advice process from initial engagement to implementation.
- Deliver compliant, member-focused superannuation, insurance, and retirement advice.
- Identify members' broader financial planning needs and provide appropriate service.
- Build strong relationships through engaging, personalised interactions.
- Prepare high-quality advice documentation and support implementation.
- Participate in proactive member education and advice initiatives.
- Stay updated on legislative, industry, and product developments.
- Contribute to the evolution of advice offerings and technology solutions.
Requirements
- Experienced Financial Adviser with a passion for building relationships and simplifying complex financial information.
- Must meet all FASEA requirements.
- Completion of Professional Year.
- Current ASIC Adviser Register status.
- Ongoing CPD Compliance.
- Experience using financial planning technology and advice software.
- Right to work in Australia.
Skills
- Financial planning
- Superannuation advice
- Insurance advice
- Retirement advice
- Member engagement
- Relationship building
- Financial planning technology
- Advice software
Location
- Sydney CBD Office
- Melbourne CBD Office
- Brisbane CBD Office
Work Type
- Hybrid working
- Permanent opportunities
- Contract opportunities
Experience Level
- Experienced Financial Adviser
Education Level
- Financial planning qualifications (FASEA compliant)
Benefits
- Genuine hybrid working
- Lots of wellbeing benefits
- 5 Rest Days (wellbeing days) each year in addition to annual leave
- 22 weeks paid parental leave (gender neutral)
- Continued super contributions during parental leave
- Learning and development opportunities (AI & Data Academy, leadership programs, LinkedIn Learning, study assistance, professional memberships)
- Income Protection Insurance
- Option to purchase additional leave
- Recognition through Rest Excellence Awards
About the Company
- One of Australia’s largest profit-to-member super funds since 1988.
- Focused on delivering better outcomes for members, not shareholders.
- Helps more than 2 million Australians build a better financial future.
- Around $112 billion in funds under management.
- Guided by values: Be Daring, Keep It Simple, Take Action and Have Grit.
Equal Opportunity
- Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion.
- Welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles.
- Includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks.