Financial Adviser

Rest; Sydney; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

5 Rest Days (wellbeing days)

22 weeks paid parental leave

AI & Data Academy learning

Income Protection Insurance

Professional memberships

Job summary

Rest is expanding its Advice Team to provide personalised superannuation, insurance and retirement guidance to help Australians improve their financial wellbeing. You’ll engage across phone, video, and in‑person channels to deliver high‑quality, compliant advice and build trusted relationships with members.

Join a flexible, hybrid work environment with strong career development and support, while helping members plan for retirement and secure their financial future.

Qualifications

• Financial planning qualifications (must meet all FASEA requirements).
• Completion of your Professional Year.
• Ongoing CPD compliance.
• Experience using financial planning technology and advice software.

Responsibilities

• 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, personalized 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.

Skills

Relationship building

Explain complex financial information

Client communication

Financial planning knowledge

Education

FASEA qualifications

Professional Year completion

CPD compliance

Tools

Financial planning software

Job description

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.

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

• 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 aJoin us as a Financial Adviser, whereyou 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 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

.What you'll find at Rest

• 5 Rest Days (wellbeing days) each year in addition to annual leave


• Eligible employees are entitled to22 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.

*Funds under management as at 30 June 2026. Rest is recognised as a superannuation leader across a range of areas including performance, responsible investment and member value. Find out more at https://rest.com.au/why-rest/awards .

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