Intrafund Adviser
Summary
Provide personal and general superannuation and pension advice to members, mentor a digital advice team, and improve retirement outcomes using financial planning software and CRM systems.
About Future Group
Future Group is not your traditional financial services company – we're a collective of super funds and services committed to changing our planet now for a better tomorrow. When you join us, you’ll become part of a team united by a clear and important mission: to lead the investment movement by advocating and campaigning for a future worth retiring into.
We are looking for someone to join our purpose-led high-growth scale-up in an Intrafund Adviser position. The role exists to provide personal and general superannuation and pension advice that helps members make informed decisions and achieve better retirement outcomes. You'll also support and mentor our Digital Advice team while contributing to the continuous improvement of our advice offering. And the best bit, you’ll get to work with some fantastic work mates! You'll join a collaborative, purpose-driven Advice team that partners closely with Partnerships, Product, Marketing, Fund Operations, Risk & Compliance and other teams across Future Group to deliver exceptional member outcomes and continuously improve how we support our members.
Future Group values diverse lived experience and identities, and we strongly encourage applications from people of Aboriginal and/or Torres Strait Islander backgrounds, those with caring responsibilities, from culturally and racially marginalised groups, with disabilities, who experience ageism, LGBTQIA+ individuals, and those who face social exclusion due to their social class.
We recognise that the recruitment journey may present unique challenges for trans and gender diverse folk, and we are committed to ensuring an inclusive and accessible recruitment process for all. We will happily make any reasonable adjustments to accommodate diverse needs, so if there is anything we can do to support you at any stage of your application, please let us know. For more information about DEIB at Future Group, please contact us at diversity@futuregroup.com.au.
About The Role
As an Intrafund Adviser, you'll provide personal and general superannuation and pension advice to members across smartMonday, Guild Super, Childcare Super, Future Super and Verve Super. You'll build trusted relationships with members, helping them understand their options and providing tailored advice that supports their retirement goals.
We recognise that the recruitment journey may present unique challenges for trans and gender diverse folk, and we are committed to ensuring an inclusive and accessible recruitment process for all. We will happily make any reasonable adjustments to accommodate diverse needs, so if there is anything we can do to support you at any stage of your application, please let us know. For more information about DEIB at Future Group, please contact us at diversity@futuregroup.com.au.
About The Role
As an Intrafund Adviser, you'll provide personal and general superannuation and pension advice to members across smartMonday, Guild Super, Childcare Super, Future Super and Verve Super. You'll build trusted relationships with members, helping them understand their options and providing tailored advice that supports their retirement goals.
Working across both coaching and advice, you'll prepare and present Statements of Advice, maintain accurate advice records and ensure every interaction meets the highest compliance standards. You'll also act as a technical mentor for our Digital Advice team, supporting colleagues with more complex member enquiries and helping build capability across the broader advice function.
Beyond one-on-one advice, you'll deliver financial education through webinars and workplace visits, contribute to projects that improve our advice processes and member experience, and collaborate with teams across Future Group to ensure our products, communications and services continue to evolve to meet members' needs.
- You find superannuation opaque and frustrating, if you had the chance to revolutionise the industry to be better for people, you would
- You love sharing your ideas and seeing what happens. At this scale-up, you're not just a small fish in a big pond. Your contributions have a direct influence on our impact and how we work
- You like to be kept on your toes - change is inevitable here. You like to tackle new challenges, and maybe even discover talents you never knew you had
- You love helping people navigate important life decisions and can turn complex financial concepts into clear, practical advice
- You're naturally curious, enjoy solving problems and are always looking for ways to improve the experience for members and colleagues alike
- You enjoy collaborating with others, sharing your expertise and helping build a supportive, high-performing team
- Believes in Future Group’s mission and has a passion for moving Australia’s money out of fossil-fuels and into renewable energy
- Believes in using the power of money to build a sustainable and equitable world
- Meets the ASIC education and professional standards required to provide personal financial advice, including registration as a Qualified Tax Relevant Provider (QTRP)
- Has experience in providing personal financial advice, ideally within superannuation or another financial services organisation
- Has the ability to provide limited tax (financial) advice in line with legislative and regulatory requirements
- Has strong knowledge of superannuation, retirement planning and insurance, and their role within the broader financial services sector
- Is experienced in preparing compliant Statements of Advice and maintaining detailed client and advice records
- Has practical experience using financial planning software and CRM systems (such as Midwinter or similar)
- Is an excellent communication and relationship-building skills, with the ability to explain complex information in a clear, engaging way
- Has a collaborative approach, sound judgement and a commitment to delivering exceptional member outcomes
Some nice-to-haves but are not essential are:
- Experience providing intrafund advice
- Experience mentoring or coaching other advisers
- Experience delivering financial education through webinars or workplace presentations
- Experience contributing to advice process improvements or business projects
Don’t tick all the boxes? That’s okay, we like thinking outside the box anyway. We value skills, passion and who you are over what you’ve done or where you’ve studied. So if this job strikes a chord, we want to hear from you!
- A purpose-driven organisation - spend your days working on making this world a better place! The more we grow, the bigger the impact we are making on climate change and inequality
- A B Corp organisation that cares about how it behaves inside and out
- AFR's Best Place to Work 2026! Proud winners of TWO awards: Best Medium Organisation, and our industry category of Banking, Superannuation and Financial Services (an award we also won in 2022!)
- Flexibility to fit work into your life (not your life around our work). School drop-offs/pick-ups and lunch-time gym sessions are a thing here
- The choice to work from home, from one of our co-working spaces, from anywhere within Australia or even from overseas (for a short period of time)
- The potential to own a piece of the Future Group pie with our unique Employee Share Ownership Program (with some fineprint)
- Fun company-wide events
- Progressive, people-focused policies and benefits including Menstrual and Menopausal Leave, Public holidays swaps, Cultural Leave, Self Care Leave and Gender Affirmation Guidelines and Leave
- We offer employee network groups for people from diverse backgrounds: SuperGenders for cisgender women, trans men and women and non-binary folks; SuperGlobal for culturally diverse folks; and SuperPride for LGBTQIA+ folks. The groups are a safe, supportive space for people to share experiences and ideas
- An inclusive parental leave package, with 20 weeks’ paid parental leave for birthing and non-birthing parents of all genders
- A laptop you can use to work remotely plus an allowance to make your working from home setup comfortable
- Other perks such as access to our Employee Assistance Program (EAP), the ability to purchase leave, novated leasing arrangements for electric vehicles, and a few more to find out!