Consultant, Advice Capability - Sydney, Australia - IOOF Holdings

IOOF Holdings

Verified Company

Sydney, Australia

3 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

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