Intra-Fund Financial Adviser at Rest

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

28 Jun, 26

Salary

0.0

Posted On

30 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Superannuation Advice, Insurance Advice, Intra-fund Advice, Financial Planning, Triage, Member Engagement, Webchat, Video Conference, Face to Face Advice, Statements of Advice, Record Keeping, AFSL Compliance, Legislation Compliance

Industry

Financial Services

Description

Company Description Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders Closing date: 14th April 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 Job Description Join An Award-Winning Fund Provide High Quality Superannuation, insurance and intra-fund advice Sydney Located | Hybrid Working - blend of work from home and in our brand-new offices Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds. We support more than two million members, with around $100 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome. Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do. Based in Rest's Advice team, you will be accountable for the providing high-quality superannuation, insurance and intra-fund advice to Rest members and their families by phone, video or face to face. Provide high quality intra-fund advice to Rest members Identify the member’s financial planning needs and triage to a more senior adviser when appropriate Engage members via phone, webchat or video conference Attend employer work sites for face to face advice when required Act in the best interest of the member in the provision of advice Complete Statements of Advice Comply with the administration and record keeping obligations when providing financial advice Understand and comply with the requirements of our AFSL as outlined in the Rest Financial Planner Manual keep up to date with legislation, industry changes, and new strategies and product changes/enhancements Qualifications Financial Planning qualifications (must meet all FASEA requirements) Have completed the required Professional year Maintained CPD in accordance with your qualification Currently on ASIC Adviser Register Proven ability to to articulate the value of personal financial advice in an easy-to-understand manner Additional Information Our benefits have been designed so you can tailor your experience with us and include: Personal and professional development opportunities Hybrid working Purchase leave scheme and gender neutral 16 weeks paid parental leave Super Contribution Continuation for 12 Months of parental leave Linkedin Learning Income Protection Insurance Rest Excellence awards (peer recognition awards based on Rest’s values and behaviours) Rest Stops - meeting free breaks If you share our values, believe you can help make a difference for our members and want to be part of a leading superannuation fund with a Super culture, please click 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. Please note only people with the right to work in Australia will be considered. *Funds under management as at 31 July 2025. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 2022.

Responsibilities

The role is accountable for providing high-quality superannuation, insurance, and intra-fund advice to Rest members and their families via phone, video, or face-to-face interactions. Responsibilities include identifying member needs, triaging complex cases, completing Statements of Advice, and ensuring compliance with administrative and regulatory obligations.