Financial Advice Concierge Consultant (Phone Based Advice)

Apply now Job no: 612711
Work type: Permanent Full Time
Location: St Leonards, Sydney
Categories: Contact Centre, Financial Adviser Support & Management, Customer Service-Phone Based, Customer Service-Client Facing

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. 

AMP has recently created a single wealth management business, AMP Australia (AMPA), to lead the development of our advice led wealth management strategy. AMPA is structured around two core businesses, AMPA Client Relationships (a business to client model) and AMPA Business Partnerships (a business to business model)

About AMP Phone Based Advice

The role of the Phone Based Advice team is to complement our established face to face advice channel and provide customers with an alternate channel of choice. The business has discrete channel accountability as well as responsibility for the phone-based execution of growth and retention activity across all channels. This role will be part of a new and growing capability in AMP Assist, focusing on scoped personal financial advice, leveraging the technology delivered to help more Australian’s obtain advice.

About the role

The primary purpose of the Concierge Consultant is to receive inbound and make outbound calls to existing clients of the AMP phone-based advice, members of Corporate Super plans and prospective clients for the purpose of engagement, relationship building, education and support of an advice led conversation.

The specialist role is to create conversations with clients using appropriate techniques which comply with a factual information model.  Over time we expect to introduce general advice into these conversations. The successful candidate should be able to communicate the features and benefits of advice in an engaging manner which will support the engagement, education and retention of these clients whilst providing insights and feedback to key stakeholders.

Capabilities & Experience

  • Mandatory-RG146 tier 1 compliance in Financial Planning, Superannuation, Insurance and Managed investments typically achieved via a Diploma in Financial Planning (modules DFP1-4)
  • Understanding of financial planning industry
  • Experience in a practice or financial services contact centre team
  • Ability to work independently as well as with cross-functional teams
  • Exceptional telephone and written communications skills
  • Studying towards a FASEA qualifications (highly desirable)

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.

Message to recruitment agencies and search firms

AMP does not accept unsolicited resumes from recruitment agencies and search firms. Please do not email or send unsolicited resumes to any AMP employee, location or address. AMP is not responsible for any fees related to unsolicited resumes.


Competitive base + 12% super + bonus + benefits

Advertised: AUS Eastern Standard Time
Applications close: AUS Eastern Daylight Time

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