Paraplanner – Gold Coast


Paraplanner – Gold Coast

AMP

Brisbane, QLD

Permanent

Provide quality, compliant and timely Paraplanning services to our customers. 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. Key Responsibilities Prepare high quality and compliant Statements of Advice and other advice documents on behalf of AMPFP, Charter, Hillross and/or AMP Advice planners. Satisfy quality and compliance expectations whilst maintaining awareness of productivity and service metrics equally. Work with planners and provide coaching support (as required), to develop appropriate strategies for their clients in line licensee policies/guidelines. Maintain up to date knowledge of financial planning legislation and AMP compliance policies. Participate as an engaged and motivated member of the team volunteering involvement in projects/initiatives as they emerge. Capabilities & Experience Experience in the preparation of basic and comprehensive Statements of Advice and other advice documents, across all core advice strategies. Self-Managed Superannuation Fund, Gearing & Margin Lending and Aged Care preferred (but not essential). Experience in using financial planning software (COIN and/or XPlan). A minimum of 2 years experience as a paraplanner Completion of the Diploma of Financial Services (DFS). Completion (or progress towards) the Advanced Diploma of Financial Planning (DFP). 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. Advertised: 26 Oct 2018 E. Australia Standard Time Applications close: 23 Nov 2018 E. Australia Standard Time

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