Verified Job
Back Office / Data Entry
North Training Consultant
Back Office / Data Entry
#35378
Remote / WFH
AMP Limited
Job Description
Lead onboarding and transition experiences
Manage end-to-end adviser transitions onto the platform, ensuring seamless outcomes for practices and their clients
Accelerate onboarding by delivering structured, practical training and support
Help practices navigate change confidently when switching platforms
Deliver high-impact training and education
Design and deliver engaging training for advisers and back-office teams (face-to-face and virtual)
Build capability in platform functionality, workflows and best-practice usage
Create and maintain high-quality learning materials, including onboarding content, webinars and guide
Be a trusted platform expert
Act as a subject matter expert, providing practical guidance to improve efficiency and day-to-day platform use
Support the rollout of new capabilities and help advisers adopt enhancements effectively
Diagnose training and business needs across platform, product and enterprise systems
Strengthen relationships and retention
Build deep, trusted relationships with advisers and key back-office stakeholders to drive retention and advocacy
Act as an escalation point for complex queries or issues, ensuring timely and professional resolution
Deliver consistent, high-quality client experiences aligned with broader distribution teams
What you will bring to the team
Ideally, you will bring the following experiences to this role:
RG146 compliant with a solid understanding of regulations as they apply to financial advice
3+ years’ experience in financial service industry (or related industry)
Previous client facing role in Financial Services highly desirable
A strong understanding of the Financial Planning market including compliance
Proven track record in effectively resolving difficult or complex customer issues
Experience presenting to individuals and small groups
What will make you successful
You’re confident working with advisers and practice staff in a competitive environment
You take ownership and can manage multiple priorities, including transitions and onboarding activity
You build credibility quickly and become a trusted partner
You’re proactive in identifying opportunities to improve outcomes for clients
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.
Manage end-to-end adviser transitions onto the platform, ensuring seamless outcomes for practices and their clients
Accelerate onboarding by delivering structured, practical training and support
Help practices navigate change confidently when switching platforms
Deliver high-impact training and education
Design and deliver engaging training for advisers and back-office teams (face-to-face and virtual)
Build capability in platform functionality, workflows and best-practice usage
Create and maintain high-quality learning materials, including onboarding content, webinars and guide
Be a trusted platform expert
Act as a subject matter expert, providing practical guidance to improve efficiency and day-to-day platform use
Support the rollout of new capabilities and help advisers adopt enhancements effectively
Diagnose training and business needs across platform, product and enterprise systems
Strengthen relationships and retention
Build deep, trusted relationships with advisers and key back-office stakeholders to drive retention and advocacy
Act as an escalation point for complex queries or issues, ensuring timely and professional resolution
Deliver consistent, high-quality client experiences aligned with broader distribution teams
What you will bring to the team
Ideally, you will bring the following experiences to this role:
RG146 compliant with a solid understanding of regulations as they apply to financial advice
3+ years’ experience in financial service industry (or related industry)
Previous client facing role in Financial Services highly desirable
A strong understanding of the Financial Planning market including compliance
Proven track record in effectively resolving difficult or complex customer issues
Experience presenting to individuals and small groups
What will make you successful
You’re confident working with advisers and practice staff in a competitive environment
You take ownership and can manage multiple priorities, including transitions and onboarding activity
You build credibility quickly and become a trusted partner
You’re proactive in identifying opportunities to improve outcomes for clients
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.
