Consultant, Advice Capability

2 weeks ago


Sydney, New South Wales, Australia IOOF Holdings Full time

Date:15-Mar-2023
Location:Sydney, NSW, AU, 2000

  • Brisbane, QLD, AU, 4000
  • Hobart, TAS, AU, 7000
  • Melbourne, VIC, AU, 3000
    Employment Type:Permanent Full Time
  • A leading Wealth Management, adviceled organization
  • Hybrid Working
  • National Location

The Role


This role exists to support our financial coaches and advisers so that they have the right capabilities, skills and knowledge to effectively perform their role and ensure they have the skills to help our members improve their financial wellbeing.


Key Responsibilities:

  • Monitor, assess and provide feedback to coaches and advisers through the quality assurance framework
  • Design and deliver a comprehensive induction program to new coaches and advisers
  • Support the team in implementing new initiatives or campaigns to uplift client and member experience
  • Delivery of change management activities including coaching and training or other communication to enhance the technical, product and process knowledge of staff
  • Develop and deliver an ongoing adviser development program to identify key skill and knowledge areas that need improving across the broader team

To Be Successful in This Role You Will Possess:

  • Solid coaching experience
  • Strong stakeholder management, presentation skills and interpersonal communication skills
  • Extensive knowledge of relevant Advice regulations and legislation
  • Solid experience in the Advice Industry
  • Experience creating induction programs and providing feedback
  • RG146 qualification
  • Relevant tertiary degree in Business, Commerce, Financial Planning or similar discipline

Benefits

  • In return, we offer development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate and lifestyle benefits

The Business

  • Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services.
We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:
IFL).
To Apply

  • Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
  • Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure.
- #AW

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