Financial Adviser

at  AMP

JOB DESCRIPTION

If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking.
For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.

READY TO CREATE YOUR TOMORROW?

If you’re someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.
Don’t procrastinate! We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.
Looking forward to meeting you.
Job ID 300002376110294

Responsibilities

• Superannuation planning strategies and intra-fund advice topics
• Provide appropriate advice to eligible Members and AMP products
• Specialist knowledge of AMP products and corporate super plans
• approved licensee policy, processes and standard operating procedures
• Provide exceptional service that exceeds Member’s expectations
• Meet minimum hours of required professional development training per annum
• Listens to feedback, takes decisive action to improve and enhance skills an

Ideally, you will bring the following experiences to this role:

• Meet the Professional Standards for Financial Advisers - FASEA Approved Degree, Pass FASEA Exam, named on ASIC Financial Adviser Register (FAR), completed Professional Year (if relevant)
• 2+ years Phone-based advice experience
• Demonstrated track record of following structured advice process and procedures
• Demonstrated ability to meet activity targets and conversion rates to personal advice
• Clear verbal and written communication skills
• AMP approved scripts, policies, procedures and risk controls
• High level of technical knowledge about current legislative and regulative standards
• High client service orientation and interpersonal sensitivity
• Deliver advice within reasonable time requirements such that advice calls are efficient and we can deliver our advice service at scale
• Maintain member file notes and advice templates
• Keep workflows up to date on a daily basis so we can track file progress and meet SLA’s
• Work proactively, positively and with a ‘can do’ attitude with your Manager and team colleagues
• Take prompt and decisive action to deliver advice on time
• Self-motivated with regards to personal and professional improvement
• Ability to triage members to other channels where intra-fund advice is not appropriate
• Productive, efficient time management and ability to prioritise work
• Team player who can work with others and promotes a harmonious working environmen