Intra-Fund Financial Adviser

4 days ago Be among the first 25 applicants

Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders

Closing date: 20th August 2025

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
• Permanent, Full-time
• Location: Sydney, Melbourne, Brisbane or Perth
• Hybrid Working

Established in 1988, 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.

Primary Focus: "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: The Intra-fund (Authorised Representative), will be accountable for the provision of high-quality superannuation, insurance and intra-fund advice to Rest members and their families, within the scope of the advice service proposition and regulatory framework and your authorisation as provided to you by MUFG Pty Ltd.

The engagement with members may be phone based, via a video-based service or face to face, and will encompass service from the initial member engagement, through the preparation and provision of the advice, and in some cases, assisting with the implementation of the advice.

You will be able to create a positive member experience by quickly establishing rapport and personalising the service provided to Rest members. Interaction with Rest members may be via inbound enquiries from Rest members, Rest seminars, or through proactive campaigns in conjunction with other areas of the business. The role will require the individual to participate in regular training to keep up-to-date with legislation, industry changes, new strategies and product changes or enhancements.

Interaction with Rest members may be via inbound enquiries from Rest members, Rest seminars, or through proactive campaigns in conjunction with other areas of the business. The role will require the individual to participate in regular training to keep up-to-date with legislation, industry changes, new strategies and product changes or enhancements.

This role requires understanding of the financial planning process in relation to both the provision of intra-fund advice and the need to expand the advice scope beyond this for triaging purposes.

The outcome is the provision of quality, compliant advice in the best interest of Members.

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

Required experience, understanding or credentials including:

• 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

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
• Meeting free breaks (Rest Stops)
• Income Protection Insurance
• Rest Excellence awards (peer recognition awards based on Rest's values and behaviours)

If you share our values, believe you can help make a difference for our members and want to be part of a leading superannuation fund with a Super culture, please click Apply Now.

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 30 June 2023. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 2022.

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

Seniority level

• Seniority levelNot Applicable

Employment type

• Employment typeFull-time

Job function

• Job functionFinance

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