At a Glance
- Tasks: Provide high-quality financial advice to members via phone or video.
- Company: Equip Super, a purpose-driven superannuation fund focused on member service.
- Benefits: Flexible working, career growth opportunities, and discounts on health and wellbeing.
- Other info: Inclusive workplace welcoming diverse backgrounds and perspectives.
- Why this job: Make a real difference in members' financial futures while developing your skills.
- Qualifications: Experience in financial planning and a commitment to ongoing professional development.
The predicted salary is between 67500 - 82500 $ per year.
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.
As an Intrafund Consultant at Equip Super, you will be part of the growing high performing Advice team and are the first point of contact for member advice enquiries, delivering high-quality intrafund personal advice to members via phone or video. You will conduct member discussions, fact-finding and needs analysis, provide general or personal advice within scope, and refer more complex matters to specialist advisers when required. This role will be based out of one of our regional offices either in VIC (Traralgon) or WA (Perth city) and includes some travel and facilitation of member education seminars.
Desired Skills And Experience
- Experience in financial planning, superannuation, member services or a related financial services environment.
- Sound understanding of superannuation and broader financial advice strategies.
- Meet the education requirements for a qualified Financial Adviser; RG146 compliant and committed to ongoing professional development.
- Demonstrated knowledge of superannuation, investment and insurance products.
- Sound knowledge of relevant superannuation and tax legislation and regulations.
- Familiarity with advice and telephony systems such as Xplan, Salesforce and Genesys preferred.
Providing exceptional member experience and quality advice is at the centre of everything we do. Your strong time management, communication and relationship building skills, coupled with your ability to explain complex concepts in a clear and engaging way, will set you up for success in the role.
Not sure you meet every requirement? We encourage you to apply. We value diverse perspectives and potential.
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.
Intrafund Consultant – Traralgon employer: Equip Super
Equip Super is an exceptional employer that prioritises a supportive and purpose-driven culture, making it an ideal place for those looking to thrive in their careers. With a strong focus on member service and collaboration, employees benefit from flexible working arrangements, diverse learning opportunities, and a comprehensive range of wellbeing and lifestyle perks. Located in Melbourne, our team is dedicated to delivering high-quality support to members across Australia, fostering both personal and professional growth in a dynamic environment.
