Intra-Fund Financial Adviser - 12 Month Fixed Term Contract

Intra-Fund Financial Adviser - 12 Month Fixed Term Contract

10 Aug 2026
New Mexico, Sydney 00000 Sydney USA

Intra-Fund Financial Adviser - 12 Month Fixed Term Contract

Join a purpose-led organisation helping Australians achieve a better retirement.Provide High Quality Superannuation, insurance and intra-fund adviceLocation: Can be based in Sydney, Melbourne or Brisbane  Hybrid Working - blend of work from home and in our brand-new offices  Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds.We support more than two million members, with around $100 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.Based in Rest's advice team, you will be accountable for the providing high-quality superannuation, insurance and intra-fund advice to Rest members and their families by phone, video or face to face. Key Responsibilities Provide high quality intra-fund advice to Rest membersIdentify the member’s financial planning needs and triage to a more senior adviser when appropriateEngage members via phone, webchat or video conferenceAttend 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 Comply with the administration and record keeping obligations when providing financial adviceUnderstand and comply with the requirements of our AFSL as outlined in the Rest Financial Planner Manualkeep up to date with legislation, industry changes, and new strategies and product changes/enhancements 

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