Supporting millions of Aussies since **** with low fees and competitive long-term performance.
Profits back to members, not shareholders
Closing Date for Applications:18 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 High Quality Superannuation, Insurance and Intra-Fund Advice
Sydney Located
Hybrid Working - Blend of CBD Office and Remote
Established in ****, 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 Easy, Take Action and Have Grit.
To put it simply we want our people to thrive and love the work they do.
Based inRest's Advice team, in this permanent role, you will be accountable for the providing high-quality superannuation, insurance and intra-fund advice to Rest members and their familiesby 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 toto 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
Purchase leave scheme and gender neutral 16 weeks paid parental leave
Super Contribution Continuation for 12 Months of parental leave
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, 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 ****.
Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report ****.
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📌 Intra-Fund Financial Adviser (New South Wales)
🏢 Rest Industry Super
📍 New South Wales