Practice Improvement Consultant
Join a high performing & collaborative team achieving best practice solutions for advice businesses!
Summary about this job
Financial Planning
Company: IOOF Holdings Ltd
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-7-6151-6326
Fax: +61-3-8025-3510
E-mail: n\a
Site: n\a
Detail information about job Practice Improvement Consultant. Terms and conditions vacancy
- A leading Wealth Management & advice-led organisation
- We recognise the value of people and the importance of employee development
- ASX Top 100 with a family environment
Do you want to join a high performing & collaborative team achieving best practice solutions for advice businesses?!
The role
Due to an internal promotion, we currently have an exciting opportunity for an experienced Practice Improvement Consultant to join our team.
In this role, you will work with our aligned dealer groups to help deliver on initiatives related to advice process, tools, templates and technology. Working with the National Manager Practice Improvement, you will help ensure that advisers and support staff have the tools, skills, knowledge and competencies to provide 'Best Advice' outcomes for clients.
The role and projects you will be involved in will be many and varied and will allow you to apply your Project Management, Stakeholder Management, Business Analysis and verbal & written communication skills.
Key responsibilities
- Working with the Practice Improvement team you’ll ensure that the end-to-end advice process is streamlined, efficient and promotes best practice.
- Contribute to the development and continuous improvement of core advice processes, tools and templates that support the sustainable and scalable delivery of quality advice and service to clients. This includes being a contributor to our group advice templates (SOAs and ROAs).
- Work with stakeholders to understand and document business requirements, work with other teams and departments to ensure smooth end to end project delivery by applying our project management framework.
- Co-ordinate, prepare and document communications around any changes, releases and special project delivery and work with our training team to ensure a successful rollout.
- Apply a risk management overlay to ensure protection of clients, our licensees and our group.
To be successful in this role you will possess:
- Previous experience in the financial planning industry as an Adviser or Paraplanner in an operational advice process or adviser software role.
- Demonstrable experience of XPLAN or other financial planning software in an operational context.
- Project Management experience.
- Strong organisational skills to handle multiple tasks and the ability to manage an array of strategic and tactical projects.
- A client centric approach and the ability to create and operate in a highly collaborative team.
- Excellent interpersonal and communication skills combined with initiative and an enthusiastic and energetic approach.
Benefits
- The opportunity to develop your skills and experience at an ASX top 100 company
- A professional, supportive and friendly culture
- A range of corporate and lifestyle benefits
If you want to be part of a high performing team who are committed to constant improvement and innovation, we would like to hear from you. Please submit your resume with a covering letter by clicking on the "Apply Now" button below.
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 note that applications from agencies will not be considered at this time.