Financial Adviser

Apply now Job no: 609416
Work type: Permanent Full Time
Location: Adelaide
Categories: Financial Planning (AMP)

Working for AMP

Working for AMP means being part of a company that values diverse thinking, encourages collaboration and promotes innovation.  It’s an environment that offers challenging and exciting work as well as opportunities for professional growth. We’re flexible enough to allow you to make the most of your life, both professionally and personally.

We are looking for those that have the courage and agility to navigate changing and complex environments so that we can deliver the best solutions for our customers. We value people with integrity, an innate willingness to help others and an eagerness to perform to the best of their abilities. 

We’re transforming our business, and we need people like you to join us on this journey.

About AMP Advice

AMP Advice has redesigned the advice process to help clients articulate and prioritise their goals putting them back in control of their future. Combining digital interaction with personalised expert help, the AMP Goals 360 experience helps our customers to explore, plan, track and most importantly realise their goals.

About the roles

The Private Client Adviser will provide high quality financial planning advice to existing and prospective AMP Advice clients to enable our clients to achieve their goals.

The successful candidate will also manage ongoing client relationships by identifying individual client needs and servicing these needs in a manner which ensures value to the client as demonstrated by high client retention, client advocacy, new client referrals and additional inflow or service provision (eg, insurance). 

Key Responsibilities

  • Provide technically strong and compliant financial advice in a manner that aligns with the AMP Advice methodology and frameworks.
  • Provide exceptional service that exceeds clients expectations in accordance with the client advocacy survey. Ensure the client receives services in accordance with AMP Advice’s private client service offer.
  • Maintains client records by the use of standardised workflows, file notes and systems to ensure a consistently high standard of knowledge for each client that can be accessed by all team members.
  • Maintain the highest compliance standards to satisfy the legislative requirements, internal professional standards and the AMP Advice’s business rules.
  • Meet the minimum hours of required professional development training per annum - by attending both internally and externally-provided sessions (to ensure compliance with legislative, industry and corporate guidelines).
  • Effectively manage the relationship between the client and AMP Advice, including the transfer of Private Clients to the ongoing service and providing advice on a fee-for-service basis.
  • Introduces new advice opportunities to existing clients and/or new clients by identifying referral opportunities from existing clients or other identified sources.
  • Deliver quality client and business outcomes by adhering to the AMPgroup’s core values and behaviours.

Capabilities & Experience

  • FASEA compliant and currently on the ASIC’s Financial Adviser Register
  • SMSF qualification and/or CFP designation would be looked upon favourably
  • Minimum 2 years’ experience as an Authorised Representative (AR) providing personal financial advice
  • Sound technical advising knowledge to current legislative, industry and corporate standards

Wellbeing & Benefits

As a company that values wellbeing, we offer a range of great benefits to support you financially, professionally and personally. These include access to a wide range of flexible working options including the ability to purchase extra leave, retail discounts, onsite wellbeing centre including a gym (Sydney Office), Employee Assistance Program, competitive home loan rates, leading superannuation contribution, discounted financial advice and personal insurance.

Inclusion & Diversity

AMP recognises individual differences and welcomes people from a variety of life and work experiences. The diversity of our people is core to our ability to innovate, grow and to fulfil our collective aspiration of helping people to own their tomorrow. A natural curiosity, a respect for differences and a growth mindset are valued at AMP.

Advertised: Cen. Australia Standard Time
Applications close: Cen. Australia Daylight Time

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