Description of department/division
Transactions is responsible for practice and licensee business transaction growth initiatives. The client is at the centre throughout these business events; and each transaction is in line with our ultimate strategy; focusing on value creation for all licensees and creating our retail ecosystem in partnership with AMPFP.
Purpose of the role
The purpose of the role is to support the Transaction Strategy Managers in the delivery of both state based and national transactions and growth initiatives that involve financial advisory practice M&A activity.
Main focus areas
AMP standalone advice site assessment support. This includes but is not limited to financial modelling, business systems and process review, contractual obligation review and staff assessment.
Develop project plans for the stand alone site
Develop client engagement and handover plan
Responsible for the team pipeline and strategic initiative reporting
Support the Licensee PMs and field staff to execute practice M&A transactions
Ensure AMP’s governance and risk management framework is applied during each transaction
Manage the transaction file handover with Transaction Integration
Develop strong relationships with internal stakeholders
Contribute to specific projects and strategic initiatives
Role specific capabilities
The ability to multi-task and project manage
Ability to interpret and analyse financial and business data to diagnose issues, trends and problems.
High level of self-confidence with considerable drive, energy and a sense of urgency.
Strong written and verbal communication skills including the ability to communicate with people at different levels and with contrasting levels of technical knowledge and skills.
Knowledge and appreciation of Financial Planner business processes and practices.
A team player who can effectively manage upwards and laterally to ensure that decisions and actions are taken at appropriate levels
More than 3 years working in the financial planning industry
General knowledge of financial planning businesses
General knowledge of Financial Services Licensee obligations
Graduate in finance or business related discipline.