Rest (Australia) Logo

Rest (Australia)

Intra-Fund Financial Adviser

Posted 18 Days Ago
Be an Early Applicant
Hybrid
Sydney, New South Wales, AUS
Mid level
Hybrid
Sydney, New South Wales, AUS
Mid level
Provide high-quality superannuation and insurance advice to members through various engagement methods, ensuring compliance with financial regulations and record-keeping.
The summary above was generated by AI
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 
  • In this permanent role, provide high quality superannuation, insurance and intra-fund advice
  • Great team and culture
  • 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.

 

Top Skills

Financial Planning
HQ

Rest (Australia) Sydney, New South Wales, AUS Office

Sydney, New South Wales, Australia

Similar Jobs

An Hour Ago
Hybrid
Sydney, New South Wales, AUS
Entry level
Entry level
Cloud • Information Technology • Security • Software • Cybersecurity
Join the 12-month Associate Solutions Engineer program to gain technical and customer problem-solving skills through rotations across regional teams, focusing on Cloudflare technologies.
Top Skills: AWSAzureBashCloudflareCSSGCPHTMLHTTPJavaScriptPython
13 Hours Ago
Hybrid
Sydney, New South Wales, AUS
Senior level
Senior level
Fintech • Mobile • Payments • Software • Financial Services
This role involves ensuring compliance with FinCrime regulations, managing risks, conducting gap analyses, and leading audits for Wise's products in AU/NZ.
Top Skills: Fincrime Regulatory RequirementsRisk Management Frameworks
13 Hours Ago
Hybrid
Sydney, New South Wales, AUS
Junior
Junior
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
The role involves leading sales efforts for Square's services targeting SMB merchants, overseeing sales cycles, and closing inbound leads while collaborating with internal teams to enhance solutions.

What you need to know about the Sydney Tech Scene

From opera to comedy shows, the Sydney Opera House hosts more than 1,600 performances a year, yet its entertainment sector isn't the only one taking center stage. The city's tech sector has earned a reputation as one of the fastest-growing in the region. More specifically, its IT sector stands out as the country's third-largest, growing at twice the rate of overall employment in the past decade as businesses continue to digitize their operations to stay competitive.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account