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Financial Adviser

Rest
Sydney, AUS
Full-time
Mid
Hybrid
Discovered 1 weeks ago

Full Job Posting

What you'll do

  • You'll work with members and their families to understand their goals and provide high-quality intra-fund and non-intra-fund advice that puts their interests first. Working across phone, video and face-to-face channels, you'll guide members through the advice process from initial engagement through to implementation where required.
  • You'll also:
  • Deliver compliant, member-focused superannuation, insurance and retirement advice
  • Identify members' broader financial planning needs and provide the appropriate level of service
  • Build strong relationships through engagingtrusted engaging interactions, personalised to our member interactionss
  • Prepare high-quality advice documentation and support implementation outcomes
  • Participate in proactive member education and advice initiatives
  • Stay up to date with legislative, industry and product developments
  • Contribute to the ongoing evolution of our advice offering and technology solutions
  • With modern advice systems that reduce administration and a profit-to-member model where members always come first, you'll be empowered to make a meaningful impact every day.
  • You'll be an experienced Financial Adviser who enjoys building relationships, simplifying complex financial information and helping people make confident financial decisions.
  • You'll bring:
  • Note, given the Advice team is growing, please do not hesitate to apply if you would like to be considered for a Senior Financial Adviser or Intra-Fund Adviser role as excitingly we will have both permanent and contract opportunities available in the near future.
  • . What you'll find at Rest
  • Hybrid working
  • 5 Rest Days (wellbeing days) each year in addition to annual leave
  • Eligible employees are entitled to 22 weeks paid parental leave (gender neutral)
  • Continued super contributions during parental leave
  • Learning and development opportunities, including AI & Data Academy, leadership programs, LinkedIn Learning, study assistance and professional memberships
  • Income Protection Insurance
  • Option to purchase additional leave
  • Recognition through our Rest Excellence Awards
  • If you share our values and this sounds like the kind of place you’d do your best work, we’d like to hear from you. Apply now.
  • Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best.
  • We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks.
  • We welcome applications from all candidates. To be considered, you will need the right to work in Australia.
  • Funds under management as at 30 June 2026. Rest is recognised as a superannuation leader across a range of areas including performance, responsible investment and member value. Find out more at https://rest.com.au/why-rest/awards.
  • We’ve been around since 1988, and today we’re one of Australia’s largest profit‐to‐member super funds.
  • That means everything we do is focused on delivering better outcomes for our members – not shareholders.
  • Closing date: 27th October 2026
  • Please note Rest does not accept speculative resumes from recruitment agencies
  • Rest will review applications prior to the closing date and may close the role earlier

Qualifications

  • Financial planning qualifications (must meet all FASEA requirements)
  • Completion of your Professional Year
  • Current ASIC Adviser Register status
  • Ongoing CPD Compliance
  • A genuine passion for delivering outstanding member outcomes
  • Experience using financial planning technology and advice software

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