Senior Financial Adviser

Rest is one of Australia's largest profit-to-member superannuation funds. Established in 1988, Rest supports nearly two million members with around $86 billion of funds under management and is 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.

Role: Senior Financial Adviser (Authorized Representative) on a 15 Month Fixed Term Contract. Providing high-quality superannuation, insurance and retirement advice to Rest members and their families, including intra-fund and non intra-fund advice within the advice service proposition and regulatory framework.

Role location: Sydney, Melbourne, Brisbane or Perth (located).

Develop deep commercial relationships with key stakeholders (Employers and Industry bodies) to grow Rest and deliver effective workplace strategies to advise, educate and engage members.

In this 15 Month Fixed Term Contract, the Senior Financial Adviser will be accountable for the provision of high-quality superannuation, insurance and retirement advice to Rest members and their families. Interaction with members may be via phone, video or face-to-face, from initial engagement through preparation, provision of advice and, when required, implementation of the advice. You will create a positive member experience by quickly establishing rapport and personalising the service provided. Regular training will keep you up-to-date with legislation, industry changes, and product changes or enhancements. This role requires understanding of the financial planning process for intra-fund advice and expanding the advice scope beyond this. The outcome is quality, compliant advice in the best interest of Members.

• Provide high quality intra-fund and non intra-fund advice to Rest members within the scope of the advice services proposition and regulatory framework
• Identify the member's financial planning needs and provide the right level of service accordingly
• Engage members via phone, webchat or video conference for the advice discussion and implementation. Face to face advice is provided where practical
• 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 and assist in the implementation of the advice with the Rest member as required
• Comply with 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
• Participate in proactive outbound campaigns on designated advice topics
• Learn and operate the Rest advice technology solution and identify opportunities for enhancement
• Participate in regular training and keep up to date with legislation, industry changes, and new strategies and product changes/enhancements
• Support the activities of the various teams within the Member division in promoting advice services and assist as required in promotional and networking opportunities
• Mentor and support Financial Advisers & Associate Advisers as required

• Financial Planning qualifications (must meet all FASEA requirements)
• Have completed the required Professional year
• Maintained CPD in accordance with qualification
• Currently on ASIC Adviser Register

Required experience, understanding or credentials including:

• Minimum of 5 years' experience as a financial planner
• Experience in customer service with a focus on understanding customer needs and delivering outstanding customer outcomes
• Excellent communications skills and the ability to articulate the value of personal financial advice
• Exposure to financial planning software

• Personal and professional development opportunities
• Flexible, hybrid working – work to suit your lifestyle (must be based in Australia)
• 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)

Please note only people with the right to work in Australia will be considered. Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion. We value diverse backgrounds and encourage applications from 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.

Rest will review applications prior to the closing date and may close the role earlier.