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Intra-Fund Financial Adviser

Mid levelFull-timeHybridSydney NSW, AustraliaPosted 4 days agoVerified 1 week ago
Pending fitX of Y criteria met

About the job

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.

Meet the team

About the company

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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

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

Completing Statements of Advice

Completing Statements of Advice and complying with administration and record-keeping obligations when providing financial advice.

Key criteria

📜

Financial planning qualifications

Possession of qualifications meeting all FASEA requirements.

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🗣️

Communication skills

Proven ability to articulate financial advice clearly and simply.

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📈

Experience with CPD

Demonstrated maintenance of CPD in line with qualifications.

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A meaningful career starts with a match

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

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

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Communication skills
Proven ability to articulate financial advice clearly and simply.

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Experience with CPD
Demonstrated maintenance of CPD in line with qualifications.

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ASIC Adviser Register
Currently listed on the ASIC Adviser Register for compliance.

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Knowledge of superannuation
Understanding of superannuation principles and regulations.

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