At a Glance
- Tasks: Help everyday Australians improve their financial wellbeing and prepare for retirement.
- Company: Join Rest, a leading profit-to-member super fund with a focus on member outcomes.
- Benefits: Enjoy flexible hybrid work, wellbeing days, and professional development opportunities.
- Other info: Diverse and inclusive workplace that values different backgrounds and experiences.
- Why this job: Make a real impact on the financial futures of millions while growing your career.
- Qualifications: Financial planning qualifications and experience in building trusted relationships.
The predicted salary is between 82800 - 101200 $ per year.
We’ve been around since 1988, and today we’re one of Australia’s largest profit‑to‑member super funds. That means everything we do is focused on delivering better outcomes for our members – not shareholders.
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 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 relationships 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.
- 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 engaging interactions, personalised to our member interactions.
- 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 modern 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.
Qualifications:
You'll be an experienced Financial Adviser who enjoys building relationships, simplifying complex financial information and helping people make confident financial decisions. You'll bring:
- Financial planning qualifications (must meet all FASEA requirements).
- Completion of your Professional Year.
- Ongoing CPD Compliance.
- Experience using financial planning technology and advice software.
Note, given the Advice team is growing, please do not hesitate to apply if you would like to be considered for a Senior Financial Adviser or Intra‑Fund Adviser role as excitingly we will have both permanent and contract opportunities available in the near future.
Additional Information:
- 5 Rest Days (wellbeing days) each year in addition to annual leave.
- Eligible employees are entitled to 22 weeks paid parental leave (gender neutral).
- Learning and development opportunities, including AI & Data Academy, leadership programs, LinkedIn Learning, study assistance and professional memberships.
- Income Protection Insurance.
- Option to purchase additional leave.
- Recognition through our Rest Excellence Awards.
If you share our values and this sounds like the kind of place you’d do your best work, we’d like to hear from you.
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.
We welcome applications from all candidates. To be considered, you will need the right to work in Australia.
Financial Adviser in Sydney employer: Rest
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