What we're looking for
We seek high calibre individuals to join us – people who are committed to our organisational goals and values.
Equip embraces change and strives for excellence in its relationships with members and employers. Whether you’re a graduate, a specialist, a senior manager or executive, you’ll find our latest employment opportunities here. We provide a professional, stimulating and friendly work environment and our dynamic team promotes a focused and collaborative culture.
To find out more or to apply for any Equip roles please contact Sarah Guthleben on (03) 9248 5928 or email@example.com.
Equip is an equal opportunity employer.
To be eligible for employment, you must be an Australian / New Zealand citizen or hold permanent residency status in Australia.
Do you love numbers and have superannuation experience? We are currently seeking a tertiary qualified charted accountant with three to five years' experience as a management accountant with a background in financial reporting, payroll and taxation for an 18 month maternity leave replacement role. The purpose of this role is to provide financial and management accounting, reporting, budgeting and planning functions to the trustee office and related companies. Our ideal candidate will have a strong analytical ability with the ability to communicate confidently across all levels in the organisation. They will be results orientated and will have a demonstrated capability to identify key issues and work with a team to develop solutions.
Are you looking to move beyond standalone reception and seeking the next step in your career? Equip Financial Planning are looking for an experienced receptionist to meet and welcome guests, provide members with guidance and assistance with paperwork, make appointments and respond to general enquiries. The successful candidate will likely have some office management experience, an understanding of database management, developed PC skills and computer literacy. Additionally they will be extremely well presented, articulate and display a genuine warmth and be people focused.
Just starting out in planning? We are currently seeking an additional paraplanner to join our growing financial planning business. The successful candidate will have 2-3 years’ experience in superannuation, have an outgoing and positive attitude, and will be working towards their Advance Diploma in Financial Planning.
Core to Equip's performance is its highly respected investment team. Our Investment Analyst role is designed to support the decision-making activities of the investment team, and to assist with its day to day operations. This is an exciting opportunity for an investment professional with 3-7 years’ experience in fixed income, and especially credit analysis. Familiarity with Derivatives and experience with modelling techniques would be highly regarded. The successful candidate will possess a strong understanding of financial markets and instruments, with hands-on knowledge of investment management techniques and processes
Equip welcomes progressive and adaptable people able to work across functions. You should be eager to learn, and willing to participate in a broad range of activities. You will have a highly developed sense of detail and be an analytical and lateral thinker. We would be happy to consider contract or part time employment arrangements.
Outbound Calling Consultant
If you thrive on contacting members and providing accurate and timely information about superannuation then this role is for you. The purpose of this position is to proactively contact members via direct outbound calling to encourage active engagement with their superannuation fund. The successful candidate will provide general advice and exemplary customer service to members in an efficient, professional and accurate manner. Based in Melbourne, the successful candidate will have an outgoing and positive outlook together with previous superannuation experience, preferably in defined benefits and will be RG146 compliant.
Sydney NSW and Traralgon VIC
Whether you’re just entering the workforce or thinking about retirement, a qualified financial planner can help you manage your commitments and grow your long-term wealth. Equip’s financial planners create personalised plans based on your lifestyle needs and income expectations. They are registered by the Financial Planning Association (FPA) and do not receive any commissions. We are currently seeking an experienced financial planners to provide expert financial planning advice to our clients in the Traralgon area and the Sydney region. Working from our regional hubs you will be an integral part of our close knit team of advisors, provided with training and support and a genuine opportunity to grow our financial planning business.