About Horizons & a career in Financial Planning
Q. What do we look for?Show more
A. Financial advice isn't the right career for everyone. That's why, at AMP Horizons, we have a rigorous selection in process in place to ensure that you have precisely what it takes to truly succeed. We want you to love this profession as much as we do. So, if you can answer ‘yes' to each of the following statements, you might be pleased to discover that this really is the right career move for you.
You believe that… financial wellness is an integral aspect of life satisfaction and that every Australian should have the opportunity to create the future of their dreams.
You think that… wowing customers and exceeding their expectations is of paramount importance. At the same time, you're an analytical thinker, and are self-aware enough to know your personal strengths and limitations.
You feel that… ultimately you are responsible for the results you generate. Your resourcefulness enables you to take advantage of the many support networks available within AMP from which you can attain information and help. You're energised by knowing your job makes a real difference to people's lives.
You're aware that… it's an enormous privilege to have a client trust you with the management of their life savings. That's why you're committed to the highest standards of industry excellence, making sure to always behave in a manner that's compliant and ethical.
You're conscious that… building meaningful relationships with clients means you must communicate openly, honestly and authentically. You make a concerted effort to get along with people, even when they're different to you.
You accept that… Financial advice is a profession full of complexities, and so you're careful to use language that explains difficult concepts in a way that's easily understandable.
You acknowledge that… sometimes what you don't say communicates more than what you do say, and so you endeavour to adopt body language that's both trusting and comfortable.
Q. What does a financial adviser do on a day-to-day basis?Show more
A. If you've never been to see an adviser before, we strongly recommend you do. Not only will you understand more about how important this profession is and what a difference it can make to your life and your potential client's lives, but it will also give you the opportunity to speak to people in the industry and ask them what they love about their work.
In the meantime though, here is a basic list of things you can expect to be doing on a day to day basis…
- Meticulously provide quality financial advice to new and existing clients
- Tap into your natural market as a source of referrals
- Actively pursue new business opportunities
- Unearth each client's underlying needs before forming any conclusions
- Recommend appropriate strategies based on those needs and aspirations
- Actively maintain contact with clients so that relationships are nurtured
- Stay in contact with colleagues so that your network remains strong
- Undertake reviews so that you're aware of changes to your clients' lives
- Focus intently on results, keeping track of your progress and objectives
- Read about the industry
- Continually refine your presentation skills
- Stay on top of the administrative tasks necessary for success as an adviser
- Share new knowledge with your colleagues so that everyone benefits
- Be well organised and prepared for each client meeting in advance
- Positively collaborate with AMP's service partners
Take the initiative by demonstrating the attributes of self-leadership.
Interview hints and tipsShow more
A. It's important that you're able to put your best foot forward in interviews.
We recommend that you:
Do your research. Find out as much as you can about financial advice. What are the industry's successes and challenges? What role does AMP play in financial advice? What does a financial adviser do? The more thorough your research, the more confident you'll come across in the recording.
Know your motivations. Financial advice is not for everyone, so reflect carefully on what attracts you to the profession. Consider especially why the Graduate Certificate in Financial Planning is the right step for you and the ways in which AMP Horizons can help you to achieve your ideal career.
Articulate the value of financial advice. Currently, only 20% of Australians see a financial adviser. What, in your opinion, are they missing out on? Speak to experienced advisers and industry experts so that you can clearly identify the significant and positive contribution that financial advice can make to clients' lives.
Be authentic: Don't try and be someone you're not. The best candidates are those that are honest and genuine, since that's the kind of adviser our clients prefer. Let your enthusiasm and passion shine through, but let us also see the real you.
Be recent: When answering questions in the interviews, use examples that have occurred in your recent employment history. What we're mostly keen to hear about is the ways in which you've made a positive impact in your last couple of jobs.
Be relevant: You don't need to have experience in financial planning to be a financial adviser. But you do need to demonstrate how the skills, knowledge and behaviours you've acquired will help you in this role.
Be bold: Sell yourself. We'd love to hear about your talents and strengths, your goals and aspirations. After all, you'll be drawing that same information out of your clients as an adviser, so you may as well share your dreams with us as well.
Be professional: Dress the part. Being a financial adviser means being a role model – the kind of individual that inspires your clients. This means taking care of your personal presentation so that you communicate trust, reliability, confidence, and attention to detail.
Be knowledgeable: Do your research. Find out as much as you can about the financial planning industry. What's the value of financial advice? What role does AMP play in the industry? What does an adviser do?
Be comfortable: Relax and smile. We really are a happy and friendly bunch of people. So, breathe deeply, maybe even practice beforehand, and have fun.
The application process
Q. What is the selection process?
A. Depending on the program you have applied for, a variety of interviews, assessments, background and reference checks will be conducted. We understand that interviews and assessments can be daunting so our team will talk you through each step as up get there to make sure you are comfortable before you begin.
What happens when I have completed my course?Show more
AMP wants to retain you as a valued financial adviser within its network. Your recruitment consultant will work with you to pursue suitable opportunities.
Can I establish my own financial planning business?Show more
From your initial connection with us, your recruitment consultant will work with you to work out if this option is suitable for you based on your skills, experience, circumstances and career objectives.