Supporting millions of Aussies since **** with low fees and competitive long-term performance. Profits back to members, not shareholders
Closing date: 14th July ****
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
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 ****, 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.
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 member's best interests.
Partner in seminars and proactive campaigns with internal teams to educate and engage members.
Use Rest's 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
Additional Information
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
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 Rest's values and behaviours)
Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, protected 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 ****. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report ****.
Rest will review applications prior to the closing date and may close the role earlier.
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📌 Financial Adviser (Sydney)
🏢 Rest
📍 Sydney