Who We Are:
We are an Australian Financial Services Group with a network of over 100 Financial Advisors spanning across Australia. Driven by the purpose of empowering our clients through expert Financial Advice, our Advisors collaborate to craft tailored strategies for every stage of our clients lives, covering areas such as wealth and retirement planning, superannuation, self-managed superfunds, cash flow management, insurance, Centrelink, aged care, and estate planning.
Position Purpose
Training & Quality Specialist will provide structured technical training and coaching to Client Service Administrators (CSAs), driving performance improvement, quality assurance, and consistent capability development in line with business goals.
Primary Responsibilities
- Ensure strategic alignment of the training program with business goals
- Evaluate individual and team performance to ensure training meets business needs and drives improvement
- Identify and align training needs with the Team Managers, International Office through Needs Assessments.
- Document, Develop, and Deliver training process guides
- Collaborate with Systems and Processes division to ensure system workflows accurately deliver best practice business outcomes.
- Act as Point of Contact for CSAs in resolving technical issue(s), responding to queries and providing coaching to CSAs on the resolutions of specific issue(s) as appropriate
- Implement quality checking of completed CSA tasks – including identifying needs for improvement and providing training to maximize CSA effectiveness and efficiency.
- Manage the onboarding program for new entrants to the business
Knowledge, Skills, and Experience
- At least 5 to 7 years of experience working withing the AU Financial Advice Industry
- Knowledge on, but not limited to Implementation of advice strategies, Trading, Financial Governance, Compliance, Ethical and Privacy Guidelines
- Proficiency in Xplan, with proven ability to train individuals and/or groups at different levels of competency. Xplan is our source of truth and CRM
- Experience in generating Investment Platform and Insurance Application Forms, along with associated documents to fulfill the recommended advice strategies from SOAs and ROAs
- Strong problem-solving skills
- Desire to help individuals improve their knowledge and Skills in AU Financial Planning environment
- Knowledge of Product Provider Processes – Panorama / HUB 24 / CFS / Australian Super are examples of platforms utilized frequently
- Business Degree and/or RG146 Qualifications are highly regarded
- Enjoy working with a young growing high energy team of individuals
