Address
Form of work The opportunity
The primary purpose of the role is to assist with the growth and retention of North clients via the provision of a range of support services, principally training and education of North, project management of Transition services and relationship management with key clients back-office staff.
How you will make an impact
Works closely with the Distribution team in managing existing adviser relationships and support engagement of new advisers. This support is a combination of training responsibilities and supporting practices who want to transition clients to North.
Maintain and develop deep and trusted relationships with key clients’ back-office staff to drive retention and growth and build best practice for efficiency and use of Platform.
Working closely with the Business Development Manager(s) and New Business Manager(s) to on-board new advisers and support staff to North.
Deliver effective training for advisers and support staff
Be a subject matter expert in terms of the platform functionality.
Roll out new platform capabilities in conjunction with the Business Development Managers to adviser practices.
Identify growth and engagement opportunities for North.
Act as a point of escalation ensuring Adviser queries and complaints to ensure they are dealt with effectively in a timely manner.
What you will bring to the role
Experience & Qualifications required
3+ years' experience in financial services industry (or a related industry)
Previous client facing role is highly desirable
RG146 qualified
Job Specific Capabilities Required
In addition to your experience and qualifications, you should be able to demonstrate an excellent level of competency in the following:
A strong understanding of the Financial Planning market including compliance
Proven track record in effectively resolving difficult or complex customer issues
Understanding of the advice process and obligations of an adviser
Strong relationship management skills
Sound technical knowledge of superannuation investment structures, funds management and Platforms
Ability to manage multiple projects and to set targets and goals autonomously
Previous experience demonstrating effective presentation skills and material to educate clients in a manner appropriate to the individuals and groups level of knowledge
Ability to build effective relationships and working pro-actively and collaboratively with peers/ interna; stakeholders to ensure client priorities are front of mind
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.
