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Financial Adviser

Mid levelFull-timeHybridSydney NSW, AustraliaPosted 4 weeks agoVerified 4 weeks ago
Pending fitX of Y criteria met

About the job

This job is about providing tailored superannuation, insurance, and retirement advice that prioritises members' needs. As a Financial Adviser at Rest, you will develop strong relationships with key stakeholders and engage with members to guide them through their financial journey. The team values a culture of support and collaboration, ensuring that everyone thrives and loves the work they do.

You'll be responsible for

✅

Providing high-quality advice

Deliver intra-fund and non-intra-fund advice that meets regulatory and advice proposition requirements.
📞

Engaging with members

Connect with members via phone, video, and face-to-face meetings to support advice implementation.
📝

Preparing Statements of Advice

Create clear and accurate documentation while maintaining complete records and administration obligations.

Key criteria

📜

Financial Planning qualifications

Must meet all FASEA requirements for financial planners.

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📊

Experience as a financial planner

Demonstrated experience providing tailored financial advice to clients.

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💬

Excellent communication skills

Ability to articulate financial advice clearly and effectively.

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View more

Meet the team

About the company

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4 criteria for this job
Financial Planning qualifications
Must meet all FASEA requirements for financial planners.

View

Experience as a financial planner
Demonstrated experience providing tailored financial advice to clients.

View

Excellent communication skills
Ability to articulate financial advice clearly and effectively.

View

Familiarity with financial planning software
Experience using software tools for financial planning processes.

View

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