Intrafund Financial Advisor - Hybrid Member Advice

Equip Super; Perth; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Wellbeing discounts

Health discounts

Shopping discounts

Job summary

Equip Super is seeking an Intrafund Consultant to join our Advice team. You will be the first point of contact for member inquiries, delivering high-quality intrafund personal advice by phone or video.

You will conduct discussions, fact-finding and needs analysis, providing advice within scope and referring complex matters to specialists. This role is based from regional offices in VIC (Traralgon) or WA (Perth) with some travel and involvement in member education seminars.

Qualifications

• Experience in financial planning, superannuation and member services within financial services.
• Solid understanding of superannuation and broader financial advice strategies.
• Must be RG146 compliant and pursuing ongoing professional development.
• Familiarity with XPLAN, Salesforce and Genesys is preferred.

Responsibilities

• Provide intrafund personal advice to members via phone or video.
• Conduct member discussions, fact-finding and needs analysis.
• Deliver general or personal advice within scope; refer complex matters to specialists.
• Support member education seminars and travel as required.

Skills

Financial planning

Superannuation

Member services

Communication

Relationship building

Phone advice

Education

Financial Adviser qualification

RG146 compliant

Tools

XPLAN

Salesforce

Genesys

Job description

Equip Super is seeking an Intrafund Consultant to join our Advice team. You will be the first point of contact for member inquiries, delivering high-quality intrafund personal advice by phone or video.

You will conduct discussions, fact-finding and needs analysis, providing advice within scope and referring complex matters to specialists. This role is based from regional offices in VIC (Traralgon) or WA (Perth) with some travel and involvement in member education seminars.