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Private Client Adviser

AMP - Mount Lawley, WA

Banking & Finance
Source: uWorkin


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. 

We’re transforming our business, and we need people like you to join us on this journey.

About the role

As a Financial Adviser you will provide high quality financial planning advice to existing and prospective AMP Advice clients to enable our clients to achieve their goals.

The successful candidate will also manage ongoing client relationships by identifying individual client needs and servicing these needs in a manner which ensures value to the client as demonstrated by high client retention, client advocacy, new client referrals and additional inflow or service provision. 

Key Responsibilities

  • Provide technically strong and compliant financial advice in a manner that aligns with the AMP Advice methodology and frameworks
  • Provide exceptional service that exceeds clients’ expectations in accordance with the client advocacy survey
  • Maintain the highest compliance standards to satisfy the legislative requirements, internal professional standards and the AMP Advice’s business rules
  • Deliver quality client and business outcomes by adhering to the AMP group’s core values and behaviours

Capabilities & Experience

  • Meet the requirements of an existing adviser in terms of experience and education as required by https://www.fasea.gov.au/
  • Minimum 2 years as an Authorised Representative (AR) providing personal financial advice as recorded on https://moneysmart.gov.au/financial-advice/financial-advisers-register
  • SMSF qualification and/or CFP designation would be looked upon favourably
  • Sound technical advising knowledge to current legislative, industry and corporate standards
  • Proven high level of compliance to must meet AMP’s standards in order to be appointed as an Authorised Representative (AR) under the ipac license

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 & Diversity

AMP recognises individual differences and welcomes people from a variety of life and work experiences. The diversity of our people is core to our ability to innovate, grow and to fulfil our collective aspiration of helping people to own their tomorrow. A natural curiosity, a respect for differences and a growth mindset are valued at AMP.