Financial Adviser
12 hours ago
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
Our Simple Super Advice service (known as Intra-fund Advice) is our direct to client advice channel. This team provides phone-based intra-fund advice to Members in the AMP Super Fund.
The Intra-fund Financial Adviser role is to help Members achieve their financial goals by providing them phone-based education, general and personal financial advice. With particular focus on investments, contributions, insurance advice and simple retirement planning about a Member's AMP product.
The successful candidate will deliver advice that is in clients' best interests. This will be demonstrated by your attitude, skills and competencies, productivity, compliance scores and member survey scores.
- Build and maintain strong relationships with AMP Super members, providing personalised superannuation planning strategies tailored to their needs
- Provide appropriate advice to eligible AMP Super Members
- Possess specialist knowledge of AMP products and corporate super plans, offering informed recommendations that align with clients' objectives
- Follow approved licensee policy, processes and standard operating procedures
- Provide exceptional service that exceeds Member's expectations, ensuring a high level of customer satisfaction
- Meet minimum hours of required professional development training per annum
- Listen to feedback, takes decisive action to improve and enhance skills and expertise
- Work closely with other Financial Advisers and support staff to deliver seamless and integrated services to eligible members
What you will bring to the team
Ideally, you will bring the following experiences to this role:
- Registered on ASIC's Financial Adviser Register (FAR)
- Hold a FASEA Approved Degree
- Completed the Professional Year (if required)
- Passed the FASEA Exam
- Demonstrated track record of following structured advice process and procedures
- Demonstrated ability to meet activity targets and conversion rates to personal advice
- Phone-based advice experience (preferred)
- Must meet the Professional Standards for Financial Advisers
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 – better for it.
We know there's no one way of doing things. So, you won't have to sacrifice who you are or how you work to fit in here. We're inclusive and flexible in many of the ways you'd expect. And in some of the ways you wouldn't. As long as your health and wellbeing come first - at home and at work.
In fact, most of what makes AMP such a welcoming, enjoyable place to work are our people. Wherever you go, you'll find moments to connect, feel valued and do meaningful work.
Whether it's through our first-class leaders who are invested in you and your success. Through year-round opportunities to volunteer, fundraise and give back to the community. Or in the everyday challenges you face as we work together to strengthen this great organisation. Challenges that will stretch you, amplify your potential and compound the impact you have.
We believe in the power of inclusion and diversity
We're dedicated to fostering inclusion, diversity, and a warm feeling of belonging at AMP. It sparks creativity, ignites innovation, and turns up the dial on the quality of our decisions and performance. This not only makes our workplace more engaged, but also leads to better connections with our customers.
We're your allies in the search for the perfect fit - when you apply, let us know how we can support you to put your best self forward during our selection process.
We're also committed to enhancing employment opportunities for Aboriginal and Torres Strait Islander people, so we enthusiastically encourage candidates from these backgrounds to apply and explore our Reconciliation Plan on our website.
Ready to create your tomorrow?
If you're someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.
Don't procrastinate We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.
Looking forward to meeting you.
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