Financial Adviser (Sydney)

Financial Adviser (Sydney)

14 Oct
|
Rest
|
Sydney

14 Oct

Rest

Sydney

Job Description

- Our Advice Team is Growing! Join Rest, a leading profit to member, super fund that’s actively investing in our advice capability
- Help everyday Australians improve their financial position and prepare for retirement
- No revenue targets, less administration and more time helping members to achieve better financial outcomes!
- Location - Sydney, Melbourne or Brisbane CBD Office
- Genuine hybrid working, great flexibility and lots of wellbeing benefits

At Rest, we help more than 2 million Australians to build a better financial future. With around $112 billion in funds under management, we focus on delivering strong long-term outcomes for our members — from their first job through to retirement*. Your best at Rest means focusing on what matters, being trusted to get on with it, and knowing your work genuinely makes a difference. That’s how we operate every day, guided by our values: Be Daring, Keep It Simple, Take Action and Have Grit.

Join us as a Join us as a Financial Adviser, where you will provide personalised superannuation, insurance and retirement advice that genuinely improves our members' financial wellbeing. You will have the opportunity to focus on what matters most: engaging work, building trusted relationshipsrapport with Rest members and delivering quality advice.





This is your opportunity to make a real contribution to the financial wellbeing of millions of Australians; plus, as we continue to grow our team, we will support your career development as we focus on promoting from within.

What you'll do

You'll work with members and their families to understand their goals and provide high-quality intra-fund and non-intra-fund advice that puts their interests first. Working across phone, video and face-to-face channels, you'll guide members through the advice process from initial engagement through to implementation where required.

You'll also:

- Deliver compliant, member-focused superannuation, insurance and retirement advice
- Identify members' broader financial planning needs and provide the appropriate level of service
- Build strong relationships through engagingtrusted engaging interactions, personalised to our member interactionss
- Prepare high-quality advice documentation and support implementation outcomes
- Participate in proactive member education and advice initiatives
- Stay up to date with legislative, industry and product developments
- Contribute to the ongoing evolution of our advice offering and technology solutions

With contemporary advice systems that reduce administration and a profit-to-member model where members always come first, you'll be empowered to make a meaningful impact every day.

📌 Financial Adviser (Sydney)
🏢 Rest
📍 Sydney

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