Trainer - XPLAN / Wealth Management / Advice

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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:

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

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