Member-First Financial Adviser (Hybrid Role)

Rest; Sydney; Híbrido; AUD 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

5 Rest Days (wellbeing days)

22 weeks paid parental leave

AI & Data Academy learning

Income Protection Insurance

Professional memberships

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Relationship building

Explain complex financial information

Client communication

Financial planning knowledge

Educación

FASEA qualifications

Professional Year completion

CPD compliance

Herramientas

Financial planning software

Descripción del empleo

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.