Intrafund Advisor

About the role

Equip Super, a profit-to-member industry superannuation fund headquartered in Melbourne, is hiring an Intrafund Advisor in Perth. The advisor gives personal advice on superannuation, investments, insurance, contributions, retirement income and pensions through phone and video consultations, working closely with members to understand their goals and deliver clear, compliant and high-quality advice.

Key responsibilities

• Provide personal financial advice on superannuation, investments, insurance, contributions, retirement income and pensions via phone and video consultations.
• Work with members to understand their goals, identify their advice needs and deliver compliant, high-quality advice.
• Contribute to strengthening referral pathways and continuous improvement initiatives within a collaborative team.
• Maintain the highest standards of professionalism, compliance and technical expertise.

Required profile

• An approved qualification in financial planning recognised under the Financial Adviser Standards framework, meeting the requirements to give personal financial advice in Australia.
• A member-first approach and confidence in advice conversations by phone and video, with the ability to explain complex concepts and build trust.
• Strong knowledge of intrafund advice obligations, regulatory requirements and financial planning best practice.
• Excellent communication, time management and organisational skills.

Required skills

• Preferred: familiarity with advice and telephony systems such as Xplan, Salesforce and Genesys.

The role is permanent and full-time, closing on 31 December 2026. Applications are made by CV only; recruitment agencies manage the vacancy internally and unsolicited CVs are not accepted. The employer welcomes diverse applicants and offers flexible and hybrid working, learning and development opportunities, and benefits and discounts covering wellbeing, health, fitness, technology, entertainment and shopping.