Advice Associate

1 week ago

Melbourne, Victoria, Australia AIA Full time
At AIA we don't simply believe in being 'the best'. We believe in better - because there's no limit to how far 'better' can take us.

Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives.

And every one of our people has an important role to play. If you want to make a difference by helping shape a healthier, better-protected Australia, read on.

About the organisation


AIA Financial Wellbeing was launched in 2021 as a new financial advice business with a goal to help more Australians access affordable, straightforward advice that considers the life, health and financial goals and objectives of our customers.

Because we understand that financial wellbeing is linked to physical and mental wellbeing.

We are operated by AIA Financial Services Limited, a subsidiary of AIA Australia, under a separate Australian Financial Services License (AFSL).

In upholding our AFSL, we comply with ASIC and FASEA obligations and standards.

The Opportunity

We have new opportunities available for Advice Associates to join our Financial Wellbeing business in both Melbourne and Sydney. Before our customers meet a financial planner, they'll likely speak to an Advice Associate.

Within this position you will be working closely with and support our Financial Planners to provide comprehensive administrative support as well as providing a highly personable experience to our customers.


To do this successfully you will:

  • Provide comprehensive administrative support to Advisers in their delivery of Financial Advice to our customers
  • Assist in the preparation of customer meetings, supporting research, managing documentation, record management and implementation of advice to customers
  • Take ownership of the transition of the client to their Adviser in a manner that suits the customer's needs
  • Conduct existing product research to support our Advisers
  • Implement any customer advice in a timely manner
  • Collaborate with different parts of the business to support business initiatives and support a well-functioning team
  • Continuously build your knowledge of the Advice industry, legislative changes, attend professional development and compliance training sessions and complete all mandatory learning within the required timeframes
  • A Diploma of Financial Services, Financial Planning (RG146 compliance)
  • A proven track record of experience in a busy customer service / client facing role
  • Previous experience working in a Financial Planning / Advice business would be highly regarded
  • Strong communication skills both written and oral
  • Well-developed rapport building and customer engagement skills
  • Strong organisational and time management skills
  • Sound risk management thinking and practices
  • The ability to role model AIA's Operating Philosophy of "Doing the Right thing, in the Right Way, with the Right people" as the incumbent will be measured against this regularly

Why choose AIA:
At AIA, we've made a promise to help people live healthier, longer, better lives. And it starts with our own people.- Access our training and development to build on your current skills- Career development through internal mobility opportunities- Work for a business helping millions of Australians and make a difference to someone's life every day- Access additional leave days a year to recharge and refresh yourself- Enjoy wonderful Health and Wellbeing initiatives that support you- Work with supportive and inclusive managers- Flexible working arrangements

Recruitment Agencies:
Our Talent team does not require any recruitment agency support.

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