- Provide High Quality Superannuation, insurance and intra-fund advice
- Award-Winning Fund Provider
- Location: 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鈥檚 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鈥檙e 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 members
- Identify the member鈥檚 financial planning needs and triage to a more senior adviser when appropriate
- Engage members via phone, webchat or video conference
- 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
- Comply with the 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
- keep up to date with legislation, industry changes, and new strategies and product changes/enhancements