Financial Adviser (Phone Based)

  • Company:
    AMP Limited
  • Location:
  • Salary:
    negotiable / month
  • Job type:
    Full-Time
  • Posted:
    2 days ago
  • Category:
    Finance

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 roles

As a representative of the Phone Based Advice team you will help customers with needs achieve their financial goals by providing them with either scoped or comprehensive personal financial advice, which you will deliver over the phone using our digital integrated process. You will also provide service and advice where appropriate to those customers who are committed to an annual advice agreement.

Key Responsibilities

  • Provide scoped or comprehensive advice to AMP customers who choose to deal directly with AMP over the phone
  • To strengthen the relationship AMP has with our customers e.g. corporate super, by providing scoped personal financial advice to members
  • Fulfil service obligations to those customers on an annual advice agreement
  • Driving profitable outcomes for AMP through the provision of personal advice
  • To re-engage with AMP’s underserved customers, and offer them financial advice that puts them in a better position.
  • Capabilities & Experience

  • 2 years experience as an Authorised Representative (AR) on https://moneysmart.gov.au/financial-advice/financial-advisers-register during which time you should have been working with your clients directly and unsupervised
  • Working towards FASEA “Existing Adviser” education requirements (refer to https://www.fasea.gov.au/education-requirements/)
  • FASEA approved degree highly desirable (refer to https://www.fasea.gov.au/approved-programs-and-courses-list/)
  • Experience with Salesforce and XPlan preferable
  • Meet background & reference checking requirements to hold Authorised Representative (AR) status under the AMP Financial Planning licence
  • 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 and diversity

    AMP welcomes people with all kinds of life and work experiences. Our individual differences and collective strength make for great employee, customer and business outcomes. What unique insights could you bring to the AMP team?

    Salary Package

    Competitive base + 12% super + bonus + employee benefits

    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.