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North Training Consultant

2 weeks ago

Sydney, 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 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 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.
- Works closely with the Business Development Manager and New Business Manager teams in managing existing adviser relationships and supports engagement of new advisers. This support is a combination of training responsibilities and supporting practices who want to transition clients to North.
- The other key aspect of this role is to 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
- Management of identified transition opportunities from start to finish to ensure a seamless experience.
- Roll out new platform capabilities in conjunction with the Business Development Managers to adviser practices.
- Identify growth and engagement opportunities for North.
- Developing and maintaining strong relationships with the aim to improve overall growth and engagement across a dedicated panel of key groups
- Understand the needs and drivers of all clients across a panel to provide effective support.
- Act as a point of escalation ensuring Adviser queries and complaints to ensure they are dealt with effectively in a timely manner.
- Contribute to the development and maintenance of training content including adviser onboarding, product enhancement material, webinars and how to guides.
- Develop strong diagnostic skills to help identify advice business training needs on AMP’s platform, product, and enterprise systems.
- Work closely with team members to ensure quality of approach, consistency of behaviour and key messages to the market.
- Build adviser NPS and satisfaction ratings for AMP Wealth Management products through the provision of “best practice” training and support

**What you will bring to the team**

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

- 2+ years experience in financial services industry (or related industry)
- RG146 qualified
- Previous client facing experience in financial services is highly desirable
- Strong understanding of the financial planning market including compliance requirements
- Proven track record in effectively resolving difficult or complex customer issues
- Understanding of the advice process and obligations an adviser has to their clients
- Strong relationship management skills
- Good knowledge of North product and a willingness to enhance this understanding
- Ability to effectively build relationships and working pro-actively and collaboratively with peers and internal stakeholders to ensure client priorities are front of mind
- Sound technical knowledge of superannuation investment structures, funds management and Platforms
- Previous experience demonstrating effective presentation skills and material to educate clients in a manner appropriate to the individual's and group's level of knowledge
- Solid interpersonal/ communications and presentation skills
- Ability to manage multiple projects and to set targets and goals autonomously

**You’ll thrive here if**

If you can adapt from BAU to the ambiguous with ease, you’ll do well here. Change is never easy, so bring your commitment, grit and growth mindset.

Because we run lean, you’ll be expected to jump in and deliver across a variety of areas. Meaning, you’ll be closer to the action and executive decisions that influence where we go next.

If you’re someone that can hold their own, you’ll find AMP quite liberating.

**Why we think you’ll love working at AMP**

Doing what we’ve always done is not an option, so your clever ideas will get airtime here. You’ll be encouraged to speak up and try new things. If they don’t work, we move on - bette