Intrafund Adviser

Equip Super; Perth; Hybrid; AUD 85,000 - 120,000; Full time

Benefits offered by this job

Flexible/hybrid work

Wellbeing benefits

Discount programs

Job summary

Equip Super in Australia is seeking an Intrafund Advisor to deliver personal advice on superannuation, investments, insurance and retirement income through phone and video consultations. You will work with members to understand goals, deliver compliant advice, and strengthen referral pathways within a collaborative, professional team.

The role requires a Qualified financial planner with a member-first approach, handling discussions remotely and maintaining high standards of regulatory

Qualifications

• Must hold an approved qualification in financial planning under the Financial Adviser Standards framework.
• Ability to conduct proactive, compliant financial advice conversations via phone/video.
• Strong communication, time management and organisational skills.

Responsibilities

• Provide personal financial advice on superannuation, investments, insurance, contributions and retirement income via phone and video.
• Understand member goals, needs and advise with clear, compliant recommendations.
• Strengthen referral pathways and contribute to continuous improvement and professional standards.

Skills

Advisory communication

Compliance knowledge

Time management

Education

Approved financial planning qualification

Tools

XPLAN

Salesforce

Genesys

Job description

Join a purpose led organisation where people come first and every role helps to contribute to better retirement outcomes for our members.

At Equip Super, we’re focused on helping our members prepare for, and enjoy financial freedom in retirement. As a profit‑to‑member industry superannuation fund, everything we do is guided by strong governance, long term thinking and high quality service. Headquartered in Melbourne, we’ve grown into a national fund serving diverse industries across Australia.

We are a supportive, purpose driven organisation with a member and people centred culture. We support genuine flexible and hybrid working, diverse opportunities for learning, development, and career growth and our people have access to a range of benefits and discounts spanning wellbeing, health, fitness, technology, entertainment and shopping.

Job Description

As an Intrafund Advisor at Equip Super, you'll provide personal advice on superannuation, investments, insurance, contributions, retirement income and pensions through phone and video consultations. You'll work closely with members to understand their goals, identify their advice needs, and deliver clear, compliant and high-quality advice. Working in a collaborative and supportive team, you'll also play an important role in strengthening referral pathways, contributing to continuous improvement initiatives, and maintaining the highest standards of professionalism, compliance and technical expertise.

This role is ideal for an experienced financial adviser who is passionate about helping members make confident decisions about their financial future.

Desired Skills and Experience

You hold an approved qualification in financial planning, recognised under the Financial Adviser Standards framework, and meet the requirements to provide personal financial advice in Australia.

You bring a member-first approach and are passionate about delivering high-quality, compliant financial advice. You are confident in conducting advice conversations via phone and video, and have the ability to quickly understand member needs, explain complex concepts, and build trust. Strong knowledge of intrafund advice obligations, relevant regulatory requirements and financial planning best practice is essential, along with excellent communication, time management and organisational skills. Familiarity with advice and telephony systems such as Xplan, Salesforce and Genesys will be preferred.

Our Commitment to Inclusion: Equip Super is committed to creating an inclusive, safe, and equitable workplace. We welcome applications from people of all backgrounds, identities, and experiences including First Nations peoples, culturally and linguistically diverse communities, LGBTQIA+ people, people with disability, and those returning to the workforce. If you require adjustments at any stage of the recruitment process, we’re here to support you.

Recruitment agencies play an important role in our overall talent strategy; however, this vacancy is being managed by our internal team. Please note that we are unable to accept unsolicited or floated CVs or profiles.