Financial Adviser

• Provide tailored super insurance and retirement advice that puts members first
• Sydney Melbourne or Brisbane Located Hybrid Working (blend of CBD Office/Remote)
• Must be a qualified Financial Planner (meet all the FASEA requirements) 

About Rest 

Established in 1988 Rest is one of Australias 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 theyre 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.

About the Role 

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: Deliver high-quality compliant superannuation insurance and retirement advice to Rest members (and families) while building strong partnerships with employers and industry bodies to support workplace engagement and growth. 

As a Financial Adviser (Authorised Representative) you provide member-first advice across intra-fund and non-intra-fund services in line with the agreed advice proposition and regulatory requirements under your authorisation with MUFG Pty Ltd. You engage members via phone video and (where practical) face-to-face guiding the end-to-end advice journey from first contact through to advice delivery and implementation support. You build trust quickly personalise the experience and help members make informed decisions in their best interests.

Key responsibilities

• Provide high-quality intra-fund and non-intra-fund advice that meets regulatory and advice proposition requirements.
• Identify member needs and tailor the right advice pathway and level of service.
• Engage members via phone video and face-to-face meetings (including employer sites where required) and support advice implementation.
• Prepare clear accurate Statements of Advice and maintain complete records and administration obligations.
• Operate within AFSL requirements and the Rest Financial Planner Manual always acting in the members best interests.
• Partner in seminars and proactive campaigns with internal teams to educate and engage members.
• Use Rests advice technology effectively and contribute improvement ideas to enhance the member experience.
• Maintain professional currency through ongoing training and mentor/support Intra-fund and Associate Advisers as needed.

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:

• Prior 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 
• Hybrid working 
• 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 Rests 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 

Remote Work :

No

Employment Type :

Full-time