Rest1 follower18 jobs

Intra-Fund Financial Adviser

Mid levelFull-timeHybridSydney NSW, AustraliaPosted 2 months agoVerified 10 hours ago
Pending fitX of Y criteria met

About the job

This job is about joining an award-winning fund to provide high-quality superannuation, insurance, and intra-fund advice to members. The impact of this role is significant, as it helps members understand and engage with their super, leading to better retirement outcomes. The team values a culture of support and collaboration, embracing diversity and inclusion while allowing for a hybrid working environment.

Meet the team

About the company

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2025
  • Hiring
    • Permanent hires
    • Student placements
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2026 Hatch
  • Privacy
  • Terms

You'll be responsible for

💼

Providing high-quality advice

Accountable for providing high-quality superannuation, insurance, and intra-fund advice to Rest members and their families.
🔍

Identifying financial needs

Identify the member’s financial planning needs and triage to a more senior adviser when appropriate.
📝

Completing Statements of Advice

Complete Statements of Advice and comply with administration and record-keeping obligations when providing financial advice.

Key criteria

📜

Financial planning qualifications

Possession of qualifications meeting all FASEA requirements.

View

🗣️

Proven communication skills

Ability to articulate financial advice clearly and effectively.

View

📅

Experience in client engagement

Demonstrated experience providing advice via various communication channels.

View

View more

A meaningful career starts with a match

Think you're a good fit?See what the hiring team are looking for

View your fit

5 criteria for this job
Financial planning qualifications
Possession of qualifications meeting all FASEA requirements.

View

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

View

Experience in client engagement
Demonstrated experience providing advice via various communication channels.

View

Continuous professional development
Maintained CPD in line with financial qualifications.

View

ASIC Adviser Register
Currently registered on the ASIC Adviser Register.

View

Similar jobs

View all
Findex
Findex
Financial AdviserBrisbane, QLD · Full-time
As a Financial Adviser at Findex, you will have the exciting opportunity to manage an established client portfolio while delivering strategic financial planning and investment advice. Your impact will be felt as you build strong relationships and help clients achieve their financial goals. The team thrives in a collaborative environment, focusing on delivering outstanding client outcomes and supporting each other's growth.
Findex
Findex
Financial AdviserCanberra, ACT · Full-time
This job is all about being a motivated, client-focused Financial Adviser who is ready to take charge of an established client portfolio. Making a real impact while delivering strategic financial planning and investment advice is at the heart of this opportunity. The team values collaboration and strong client relationships, creating a supportive environment where everyone can thrive.
Findex
Findex
Financial AdviserBrisbane, QLD · Full-time
This job is about being a motivated, client-focused Financial Adviser who steps into an established client portfolio and makes it their own. The role is crucial in providing strategic financial planning and investment advice to a diverse client base, making a real impact in their financial futures. The team values collaboration and strong client relationships, creating an environment where everyone can thrive.
Rest
Rest
Intra-Fund Financial AdviserSydney, NSW · Full-time
This job is about providing high-quality superannuation, insurance, and intra-fund advice to members of Rest. The impact of this role is significant, as it helps members understand and engage with their super, leading to better retirement outcomes. The team values a culture of support and collaboration, encouraging everyone to thrive and love the work they do.