Financial Adviser

The opportunity

Our Simple Super Advice service (known as Intra-fund Advice) is our direct to client advice channel. This team provides phone-based intra-fund advice to Members in the AMP Super Fund.

The Intra-fund Financial Adviser role is to help Members achieve their financial goals by providing them phone-based education, general and personal financial advice. With particular focus on investments, contributions, insurance advice and simple retirement planning about a Member’s AMP product.

The successful candidate will deliver advice that is in clients’ best interests. This will be demonstrated by your attitude, skills and competencies, productivity, compliance scores and member survey scores.

We also expect the successful candidate to help shape the future of the direct capability in AMP by providing regular feedback on the usability and effectiveness of advice templates, processes, procedures and systems.

How you will make an impact

The Financial Adviser will be accountable for:
Provide appropriate, compliant advice to eligible Members of AMP products
Superannuation planning strategies and intra-fund advice topics
Having a specialist knowledge of AMP products and corporate super plans
Following approved licensee policy, processes and standard operating procedures
Providing exceptional service that exceeds the expectations of Members serviced
Meet minimum hours of required professional development training
Listening to feedback, and taking decisive action to improve and enhance skills and expertise
What you will bring to the role

Experience required

Have delivered personal advice to Members/ clients as part of a licensed practice
Demonstrated track record of following structured advice process and procedures
Demonstrated ability to meet activity targets and conversion rates to personal advice
Meet the Professional Standards for Financial Advisers
Phone-based advice experience preferred

Qualification/s required

Named on ASIC’s Financial Adviser Register (FAR)
Hold an Approved Degree
Have passed the FASEA Financial Advice Exam

Job Specific Capabilities Required

Clear verbal and written communication skills
High level of technical knowledge about current legislative and regulative standards
Follow our approved scripts, policies, procedures and risk controls
Deliver advice within reasonable time requirements such that advice calls are efficient and we can deliver our advice service at scale
Maintain relevant file notes and advice templates for all appointments held
Keep workflows up to date on a daily basis so we can track file progress and meet SLAs
High client service orientation and interpersonal sensitivity
Ability to triage members to other channels where intra-fund advice is not appropriate

Is this your dream job? ….then apply today! We review applications as soon as we receive them and if we find our perfect candidate, we may close the role earlier than the advertised close date.

Working for AMP

We are transforming our business. We are looking for people with courage, accountability and integrity who inspire the same in others. If you are comfortable challenging the status-quo and perform at your best in an evolving and complex environment - we need you.

The investor in all of us - AMP

Wellbeing & Benefits

We invest in the health, wellbeing and development of our people by offering a range of great benefits to support you be your best, professionally and personally:

We-Flex: Choose how, when and where you work.
CHAMP Program: Access for you and your family to 24/7 wellbeing and counselling support.
Well-being programs and activities: Annual health checks, flu vaccinations, information sessions.
LinkedIn Learning: and other Learning@AMP programs to grow your career.
Volunteering: opportunities through our AMP Foundation.
Financial Well-Being: competitive home loans, leading superannuation contribution, discounted financial advice and personal insurance.
Inclusion & Diversity

The diversity of our people is core to our ability to innovate, grow and achieve great outcomes for our people, customers, shareholders and the community. If you have a natural curiosity, an appreciation for differences and an innate willingness to help others you will be valued at AMP.

At AMP we are committed to improving employment opportunities for Aboriginal and Torres Strait Islander peoples and we encourage applicants from Aboriginal and Torres Strait Islander descent to apply. Read more about our Reconciliation Plan here .

Let us know when you apply what we can do to help you show up at your best during our selection process.

Message to recruitment agencies

Please do not send unsolicited resumes to any AMP employee in relation to this role or others. We cannot accept unsolicited resumes or be responsible for fees related to unsolicited candidates.