BPO Trainer
About the Role
The Trainer – Australian Financial Planning & Mortgage Broking develops and delivers training programs for Virtual Assistants supporting Australian financial planners and mortgage brokers. You will ensure compliance with regulations, equip staff with industry best practices, and provide one-on-one coaching for professional development.
Ideal Candidate (Must Have Experience)
- Strong expertise in Australian financial planning or mortgage broking
- Deep understanding of regulatory and compliance requirements (NCCP, AFSL/ACL, responsible lending, CPD, Code of Ethics)
- Proven experience in training, coaching, or facilitation of staff
- Skilled in instructional design, developing presentations, manuals, case studies, and e-learning content
- Excellent communication, presentation, and active listening skills
- Proficient with Learning Management Systems (LMS), financial planning software, and digital training tools
- Highly organized with strong time management skills
- Ability to provide constructive feedback and evaluate learning outcomes
- Empathetic, adaptable, and able to engage learners at varying levels of experience
- Experience collaborating with coaches, managers, and stakeholders to align learning with business goals
Tasks and Responsibilities
- Develop and deliver training programs on financial planning theory, mortgage broking processes, business rules, compliance, and industry best practices
- Ensure training meets legislative and regulatory requirements
- Design and update training materials, including manuals, presentations, case studies, and e-learning modules
- Facilitate engaging group sessions and workshops
- Assess training needs and tailor programs to VA skill levels
- Monitor and evaluate training effectiveness through feedback, assessments, and performance tracking
- Provide one-on-one coaching to improve technical knowledge and client service skills
- Stay updated on industry trends and regulatory changes and incorporate into training
- Collaborate with coaches, managers, and stakeholders to align training outcomes with business goals
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