Intrafund Adviser - Hybrid Work & Expert Member Advice

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

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