Advice Coach/Trainer (XPLAN)

Job Title: Advice Coach/Trainer (XPLAN)
Contract Type: Contract
Location: Melbourne CBD, Victoria
Salary: Negotiable
Start Date: ASAP
Reference: 186728_1533002077
Contact Name: Steven Osuna
Contact Email:
Job Published: July 31, 2018 11:54

Job Description

About the role:

Take this opportunity to join a leading financial institution as an Advice Coach/Trainer XPLAN. We are looking for an experienced facilitator with extensive experience in training XPLAN software for an initial 6-month duration. The role is responsible for the delivery of XPLAN training and coaching across a wide range of audiences in the Monitoring and Supervision program.

  • Melbourne CBD
  • 6 Month Initial Contract with view for extension
  • Immediate Start

Examples of responsibilities:

  • Assist with managing the delivery of training including training scheduling, logistics planning and general preparation.
  • Facilitate/Rollout training
  • Assist in measuring the effectiveness of L&D strategies across the program and specific projects and adjust if/as required
  • Provide post implementation business support as required
  • Build strong working relationships with key stakeholders to ensure that required outcomes are achieved.

Examples of Deliverables:

  • Delivering education/training materials/artefacts as per the Training strategy
  • Deliver XPLAN training and coaching to a range of audiences, (both employed and self -employed/new and existing practices), 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.
  • Develop and maintain strong business relationships with key stakeholders and escalation partners.
  • Identify development training needs.
  • Assisting with completion of L&D reporting.
  • Conduct informal or formal assessments

About the successful candidate:

  • Two Years+ in Learning and Development delivery experience, including the ability to shape group discussions and understanding when intervention is needed
  • Two Years+ in technical writing experience
  • Two Years+ in XPLAN and industry experience
  • Wealth Advice background desired

Next Steps?

If this sounds like you, please Apply Now with your CV in WORD.

For further information contact Steven quoting reference #186728