Advice Operations Consultant

6 months ago

Melbourne, Australia AMP Full time

Advice Operations Consultant

If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking.

For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.

**Help people create their tomorrow, while you create yours**

We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we've been doing it for over 170 years.

If we do our job well, we genuinely add to the prosperity of our country and its people.

**How you'll make an impact**

The main purpose of this role is to deliver excellent administration and support services to AMP's Aligned advice network by completing a regulated set of business processes and maintaining effective quality, timing & risk controls within the team. A focus on problem solving and continuous improvement identified through opportunities to further streamline activities is also expected and critical to the success of this role.

**Main Focus Areas**:
The Advice Operations Consultant will be responsible for, including but not limited to:

- To assist in the investigation and resolution of adviser queries and complaints.
- Support on remediation actions associated with incidents and risks management activities, including treatment of breaches and/or obligations.
- Be proactive in highlighting processing defect and issues to minimise disruption on daily processing
- Accounting, processing, balancing and reconciliation of all licensee product provider revenue
- Investigation and resolution of unallocated invoice payments, including refunds to clients
- Fee classification reporting and analysis
- Revenue analysis and reporting on departed businesses to redirect owed revenue. This includes, making payments via tax invoice, collection of money owed, identification and treatment of conflicted remuneration, payment made to acquiring parties of assets
- Fee for Service refunds to various product providers via multiple forms of engagement and process, including continuous follow-up
- Investigation and resolution of Adviser Fee Disclosure Statement, Internal and external revenue rejections
- Revenue investigations and corrections, due to incorrect downstream processes
- Perform pre and post payment run checks to validate accuracy and establish exceptions
- Transfer of invoices to new servicing arrangements
- Efficiently process and administer adviser / licensee requests, adhering to relevant regulatory and specific licensee requirements as advised by Management
- Assess client servicing arrangements and where applicable request for fees to be dialled downs.
- Perform the action of transferring the servicing rights for client policies following the appropriate checks and controls.
- Updating of authorised representative details on internal systems, external systems, and regulator databases.
- Process a range of activities such as appointments, terminations, alterations and other related processes within agreed timeframes and quality.
- Be aware and adhere to regulatory, licensee and business obligations and policies
- Assist with the investigation and resolution of adviser issues with relevant stakeholders
- Work collaboratively as part of the Business Solutions team to help our business achieve its goals
- Provide clear, effective communication on case progress, challenges faced or identified and be proactive in seeking alternative actions.
- Manage risks as they arise via the appropriate channels / systems

**What you will bring to the team**

Ideally, you will bring the following experiences to this role:

- Relevant experience within an operations function, preferably in the financial services industry
- Previous experience in a customer service role working with high volumes, high pressure in administrative work with daily targets (desirable)
- Tertiary qualifications in business, finance, or related discipline (desirable)
- Demonstrated understanding of SLA's, capacity management and achieving goals and targets
- Strong communication skills
- Proven ability to build and maintain effective stakeholder relationships
- Proven ability to operate with a strong customer focus to ensure the delivery of high-quality service
- Experience managing and prioritising work in allocated queue
- High levels of attention to detail and accuracy
- Sound decision making, problem solving and negotiation skills
- Understanding of the Financial Planning industry & the administration systems within a financial planner environment (highly desirable)
- Advance excel skills, ability to complete VLOOKUP, formulas etc.

**You'll thrive here if...**

If you

  • Advice Operations Consultant

    6 months ago

    Melbourne, Australia AMP Limited Full time

    If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even...

  • Advice Operations Consultant

    6 months ago

    Melbourne, Australia AMP Full time

    Advice Operations Consultant If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our...

  • Advice Services Consultant

    3 months ago

    Melbourne, Australia Cbus Full time

    Advice Services Consultant **About Cbus** Created by workers, for workers, Cbus Super is one of Australia's most successful Superannuation funds. For almost four decades we've proudly represented those who help shape Australia, hard-working individuals who deserve to make the most of their retirement, no matter the industry. As an award-winning fund we've...

  • Outbound Consultant, Advice Services

    3 weeks ago

    Melbourne, Australia Cbus Full time

    Outbound Consultant, Advice Services **About Cbus** Created by workers, for workers, Cbus Super is one of Australia's most successful Superannuation funds. For almost four decades we've proudly represented those who help shape Australia, hard-working individuals who deserve to make the most of their retirement, no matter the industry. As an award-winning...

  • Outbound Consultant, Advice Services

    3 weeks ago

    Melbourne, Australia Cbus Full time

    Outbound Consultant, Advice Services **About Cbus** Created by workers, for workers, Cbus Super is one of Australia's most successful Superannuation funds. For almost four decades we've proudly represented those who help shape Australia, hard-working individuals who deserve to make the most of their retirement, no matter the industry. As an award-winning...

  • Advice Complaints Consultant

    6 months ago

    Melbourne, Australia UniSuper Full time

    **About US** UniSuper is a place for people who want to make a difference in their work and the world. As one of Australia’s leading industry super funds you will join an inclusive team of passionate people focused on creating a great retirement outcome for our members. We are recognised for our performance excellence as we strive to deliver exceptional...

  • Advice Operations Consultant

    7 months ago

    Melbourne, Australia AMP Limited Full time

    If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even...

  • Risk Manager

    7 months ago

    Melbourne, Australia Insignia Financial Full time

    Risk Manager - Advice - Play a key role in the risk transformation of Insignia Financial - Bring your strong knowledge of risk and compliance principles and frameworks - Permanent, full-time opportunity **The Role** Reporting to the Head of Risk, you will be supporting business units in embedding and operating the frameworks, with a particular focus on the...

  • Outbound Team Leader, Advice Services

    3 weeks ago

    Melbourne, Australia Cbus Full time

    Outbound Team Leader, Advice Services **About Cbus** Created by workers, for workers, Cbus Super is one of Australia's most successful Superannuation funds. For almost four decades we've proudly represented those who help shape Australia, hard-working individuals who deserve to make the most of their retirement, no matter the industry. As an award-winning...

  • People Operations Consultant

    7 months ago

    Melbourne, Australia Australian Unity Full time

    **Join us and let’s make a bigger difference together.** It’s an exciting time to be joining Australian Unity - we have grown significantly over recent years and are transforming to capitalise on further growth opportunities to help our customers and employees thrive. We operate with commercial principles and with a strong social purpose to create...

  • Finance and Operations ERP Consultant

    4 weeks ago

    Melbourne, Victoria, Australia BDO Full time

    BDO is a dynamic and award-winning professional services firm built on a foundation of positive relationships with our people and our clients.We offer an exceptional service, providing advice and insight that our clients can trust. Our professionals prioritize personal and professional growth, creating a high-performing work environment.The role of Finance...

  • Expert Advice Consultant

    7 days ago

    Melbourne, Victoria, Australia Pitcher Partners Full time

    Your Career Opportunity:Pitcher Partners is committed to helping you achieve your career goals. As a Senior Manager or Client Director in our State Taxes team, you will have the opportunity to develop your expertise in state taxes and contribute to the growth and success of our organization. You will work closely with internal stakeholders to deliver...

  • Financial Planning and Advice Coordinator

    2 months ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    About the RoleWe are seeking a Client Relationship Manager to join our team at Insignia Financial in Geelong/Collins Street.In this role, you will be responsible for preparing information, meeting packs, updating records, and facilitating the implementation of financial advice that our advisors recommend to our clients.You will also manage, schedule, and...

  • Advice Support Officer

    6 months ago

    Melbourne, Australia Hostplus Full time

    Apply **Job no**: 6HX8K **Category**: Advice **How will you make an impact?** Are you passionate about making a positive impact to our members dignified retirement? Support new financial advice opportunities end to end, from generating referral opportunities to being responsible for the advice implementation. **The opportunity** Are you passionate...

  • Executive Consultant Lead

    3 weeks ago

    Melbourne, Victoria, Australia BTI Executive Search Full time

    Job Title: Executive Consultant LeadAbout the Role:We are seeking a highly experienced Executive Consultant to join our team at BTI Executive Search. As an Executive Consultant, you will be responsible for consulting with clients and providing expert advice on business operations.Key Responsibilities:Consulting with clients to understand their business needs...

  • Solicitor, Constitution

    4 months ago

    Melbourne, Australia Victorian Government Solicitor's Office Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Victorian Government Solicitor's Office **Salary**: Salary not specified Occupation: Legal Reference: VG/VGSO789 - Unique Opportunity to provide legal services to Government on constitutional and other public law matters, including Treaty - A diverse mix of litigation and advice work in a...

  • Solicitor, Constitution

    2 months ago

    Melbourne, Australia Victorian Government Solicitor's Office Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Victorian Government Solicitor's Office **Salary**: Salary not specified Occupation: Legal Reference: VG/VGSO817 - Unique Opportunity to provide legal services to Government on constitutional and other public law matters, including Treaty - A diverse mix of litigation and advice work in a...

  • El1 Assistant Director of Clinical Advice

    6 months ago

    Melbourne, Australia Talent International Full time

    australia melbourne contract up to au$602.55 per day**The opportunity** Our client is a community focused Federal Government Agency. They have an exciting opportunity available for an EL1 Assistant Director of Clinical Advice & Design to join the Policy, Evidence and Practice Leadership Division in improving evidence-based decision making within the...

  • Qualified Performance Media Specialist

    8 months ago

    Melbourne, Australia Sherry Consultant Services Full time

    **Responsibilities**: - Manage client performance, optimizations, budget delivery and KPI tracking - Developing and executing digital marketing campaigns across relevant platforms, particularly Google Ads & Facebook Ads - Implement and contribute to the continued evolution of best practice performance management - Provision of strategic advice, acting as...

  • Consultant

    2 months ago

    Melbourne, Australia Department of Justice and Community Safety Full time

    Location: Melbourne | CBD Job type: Full time / 2 years Organisation: Department of Justice and Community Safety **Salary**: $109,730 - $132,764 Occupation: Consulting and Strategy Reference: VG/D02067-OCT24 At the Department of Justice and Community Safety, we’re looking for people who want to make a difference. People who take pride in their work....