Trainer - XPLAN / Wealth Management / Advice
XPLAN Training role, Wealth Management New Advice Framework and XPLAN Software across a range of audiences
Summary about this job
Financial Planning
Company: FinXL IT Professional Services
Location: Sydney
Work type: Contract/Temp
Salary: Great Rates
Phone: +61-8-7709-1536
Fax: +61-8-9713-9476
E-mail: n\a
Site: n\a
Detail information about job Trainer - XPLAN / Wealth Management / Advice. Terms and conditions vacancy
XPLAN Trainer
6+ Month Contract
FinXL IT Professional Services is an established innovative Australian company providing technology enabled business solutions and consulting services across a number of industries including Telecommunications, Commercial, Government and Finance.
FinXL are looking to engage an XPLAN Training professional for business and consulting services for one of our high-profile Wealth Management firms on an initial six (6) month engagement
The role will be responsible for rolling out series of training and learning/development initiatives around the New Advice Framework, including XPLAN Software training, across a range of audiences
In this role you will
- Assist with managing the delivery of training including training scheduling, logistics planning and general preparation.
- Facilitate / Rollout training
- Provide post implementation business support as required
- Build strong working relationships with key stakeholders to ensure that required outcomes are achieved.
Core deliverables include
- Delivering education/training materials/artefacts as per the Training strategy
- Deliver XPLAN training and coaching to a range of audiences, including advisers and their support staff and internal users.
- Ongoing review of training material & programs as required.
- Conduct Training and coaching needs analysis, both for advice businesses and internal teams as required.
- Demonstrate the advantages of the software to the end user with the relevance stated in line with the end users business model.
- Identify development training needs.
Experience required
- Training experience, including ability to guide and shape group discussions
- Technical writing experience
- Paraplanning experience or Financial Planning experience
- XPLAN and industry experience
- Background / experience in Wealth Advice preferred
Sounds like you? Call Matt Franke (S48) on (02) 8243 6808