Senior Financial Adviser at Rest

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

28 Dec, 25

Salary

0.0

Posted On

29 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Customer Service, Communication Skills, Financial Advice, Regulatory Compliance, Stakeholder Engagement, Superannuation, Insurance, Retirement Planning, Technology Solutions, Mentoring, Training, Record Keeping, Proactive Campaigns, Intra-Fund Advice, Non-Intra-Fund Advice

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 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 Financial Services - Join a Leading Superannuation Fund Provider Fab opportunity to provide high-quality superannuation, insurance and retirement advice to Rest members and their families 15 Month Fixed Term Contract Role Location: Can be Sydney, Melbourne, Brisbane or Perth Located. Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds. We support nearly two million members, with around $86 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. Primary Purpose “Develop deep commercial relationships with key stakeholders (Employers and Industry bodies) to continue to grow Rest and deliver effective workplace strategies to advise, educate and engage members.” Your Purpose In this 15 Month Fixed Term Contract, the Senior Financial Adviser (Authorised Representative), will be accountable for the provision of high-quality superannuation, insurance and retirement advice to Rest members and their families. This will include both intra and non-intra fund advice, within the scope of the advice service proposition and regulatory framework and your authorisation as provided to you by MUFG Pty Ltd. The engagement with members may be phone based, via a video-based service or face to face, and will encompass service from the initial member engagement, through the preparation and provision of the advice, and in some cases, assisting with the implementation of the advice. You will be able to create a positive member experience by quickly establishing rapport and personalising the service provided to Rest members. Interaction with Rest members may be via inbound enquiries from Rest members, Rest seminars, or through proactive campaigns in conjunction with other areas of the business. The role will require the individual to participate in regular training to keep up-to-date with legislation, industry changes, new strategies and product changes or enhancements This role requires understanding of the financial planning process in relation to both the provision of intra-fund advice and the need to expand the advice scope beyond this. The outcome is the provision of quality, compliant advice in the best interest of Members. Key Accountabilities/Responsibilities Provide high quality intra-fund and non intra-fund advice to Rest members within the scope of the advice services proposition and regulatory framework Identify the member’s financial planning needs and provide the right level of service accordingly Engage members via phone, webchat or video conference for the advice discussion and implementation. Face to face advice is provided where practical. 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 in relation to the advice provided, and assist in the implementation of the advice with the Rest member as required 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 Participate in proactive outbound campaigns on designated advice topics in conjunction with other internal business units Learn and operate the Rest advice technology solution and identify opportunities for enhancement Participate in regular training and keep up to date with legislation, industry changes, and new strategies and product changes/enhancements Support the activities of the various teams within the Member division in promoting advice services offered by Rest and assist as required in promotional and networking opportunities Mentor and support Financial Advisers & Associate Advisers as required 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 Required experience, understanding or credentials including: Minimum of 5 years’ experience as a financial planner Experience in customer service with a focus on understanding customer needs and a commitment to deliver outstanding customer outcomes Excellent communications skills and the ability to articulate the value of personal financial advice in an easy-to-understand manner Exposure to financial planning software Additional Information Benefits Our benefits have been designed so you can tailor your experience with us and include: Personal and professional development opportunities Flexible, hybrid working – work to suit your lifestyle (must be based in Australia) Purchase leave scheme and gender neutral 16 weeks paid parental leave Super Contribution Continuation for 12 Months of parental leave Meeting free breaks (Rest Stops) Income Protection Insurance Rest Excellence awards (peer recognition awards based on Rest’s values and behaviours) 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 30 June 2023. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 2022. Rest will review applications prior to the closing date and may close the role earlier

Responsibilities

The Senior Financial Adviser will provide high-quality superannuation, insurance, and retirement advice to Rest members and their families. This includes engaging with members through various channels and ensuring compliance with regulatory frameworks.