Financial Planner

1 week ago


Melbourne, Victoria, Australia AIA Full time
Responsible as an Authorised Representative of the licensee to provide tailored, goals-based financial advice and plans to clients

BE THE DIFFERENCE
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.

The opportunity:


The Financial Planner will provide customers with tailored, goals based financial advice, ensuring performance objectives are met including advice quality, customer satisfaction and delivery of service, compliance and business growth and retention.


To do this successfully you will:

  • Provide quality financial advice underpinned by an understanding of clients' immediate needs, long-term objectives and level of comfort with risk
  • Adhere to professional standards required by financial advisers
  • Keep abreast of industry, legislative, business and technical advice trends
  • Coach, mentor and educate partners and team members
  • Demonstrated negotiation skills
  • Ability to engage with customers and maintain successful longterm relationships
  • Strong business acumen
  • A good understanding of factors currently affecting the financial services industry
  • Experience in the financial planning business or in a finance related field
  • Essential: Degree in Finance, Business, Commerce or a related discipline from a recognised Australian tertiary institution or international equivalent
  • Essential: Diploma of Financial Services, Financial Planning giving you RG146 Compliance in the following: (Generic Knowledge, Securities, Managed Investments, Life Insurance, Superannuation, Financial Planning and Skills

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 everyday
  • 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 arrangement
At AIA Australia, we're proud to help guide, support and protect the wellbeing of over 3.5 million Australians.

As part of the AIA Group - the largest independent publicly listed pan-Asian life insurance group - it is our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030.

Lots of companies like to say they're different. What makes us truly different at AIA, is the difference we make in people's lives.

We are proud that this difference has been recognised in the 2023 ANZIIF awards by being named Life Insurance Company of the Year.

AIA is different. Are you?
  • Financial Planner

    1 week ago


    Melbourne, Victoria, Australia Superior People Recruitment Full time

    A privately owned Financial Planning practice, are looking for a qualified Financial Planner to join their team to provide professional financial advice to clients.As a Financial Planner you will service a portfolio of existing clients and be provided with the tools and support to attract and engage new client business. In addition, a base of existing...

  • Financial Planner

    1 week ago


    Melbourne, Victoria, Australia Ethos360 Full time

    Market Leading Salary Progressive forward thinking business No hunting endless referralsThe company:Our client is a multi-award-winning financial services firm that offers a diversified full-service business model supporting clients throughout all their important financial decisions. With expertise in Home Loans, Asset Finance, Accounting, Property...

  • Financial Planner

    1 week ago


    Melbourne, Victoria, Australia Kaizen Recruitment Full time

    Growing financial advisory firm Flexible and hybrid working arrangements Melbourne CBD | Permanent roleABOUT THE COMPANYOur client is a Wealth management firm servicing everyday Australians. They are a group of qualified and experienced Financial Advisers who provide a variety of financial services and tailored advice.As a Financial Adviser, you will be...

  • Financial Planner

    1 week ago


    Melbourne City Centre, Victoria, Australia Fuse Recruitment Full time

    Financial Planner- Location: Melbourne CBD Victoria- Work Type: Full Time- Salary: AU$ AU$120000 per annum + Superannuation- Reference: 23310 Our client is one of Australia's leading financial services and property advisory firms who have won multiple industry excellence awards and have a strong presence, not only in the industry, but in the community. With...

  • Financial Planner

    1 week ago


    Melbourne, Victoria, Australia Randstad Full time

    Client Service Manager - Leading Industry Fund CBD BasedHybrid Role Up to 85K Base The Company Leading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying...

  • Financial Planner

    1 week ago


    Melbourne, Victoria, Australia Fuse Recruitment Full time

    We're working with a reputable financial planning firm dedicated to providing expert financial advice and tailored solutions to clients. With a commitment to integrity, professionalism, and client satisfaction, they empower their team members to make a meaningful impact in the lives of individuals, families, and businesses.What are the benefits?Hybrid...

  • Financial Planner

    1 week ago


    Melbourne, Victoria, Australia IOOF Holdings Full time

    Date:9 Apr 2024Location:Melbourne, VIC, AU, 3000Employment Type:Permanent Full Time- Melbourne Location Join a leading wealth management and adviceled organisation Be part of a team that values its people and its cultureAbout the opportunity As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the...

  • Financial Planner

    1 week ago


    Melbourne, Victoria, Australia Fuse Recruitment Full time

    Who will you be working with?The advisory firm is a long-standing firm with 33 years in the industry. Specializing in superannuation, retirement, estate, investments, mortgage advice, income protection and more. Our client is looking for a Financial Planner to join their growing team and provide tailored holistic advice to their clients. What are the...

  • Financial Planner

    1 week ago


    Melbourne, Victoria, Australia Fuse Recruitment Full time

    Melbourne VIC$ $120000 per annumFull timeWho will you be working with?The advisory firm is a long-standing firm with 33 years in the industry. Specializing in superannuation, retirement, estate, investments, mortgage advice, income protection and more. Our client is looking for a Financial Planner to join their growing team and provide tailored holistic...


  • Melbourne, Victoria, Australia Andersen Partnership Full time

    Seeking a Senior Financial Planner for a leading accountancy and wealth management practice dedicated to providing exceptional financial planning services.The ideal candidate will lead client engagements, provide strategic financial advice, and drive business growth.Key Responsibilities:Lead client engagements, including financial planning, investment...

  • Financial Planner

    1 week ago


    Melbourne, Victoria, Australia Five Recruitment Full time

    Industry Fund Role Work/Life Balance Up to $120K, 25 years planning experience requiredOur client is a leading Superannuation Industry Fund, with a commitment to its members to provide quality advice that will make a difference in their lives. With growth within the Advice division, an opportunity has arisen for a capable, experienced planner to join a...

  • Merchandise Planner

    1 week ago


    Melbourne, Victoria, Australia Country Road Group Full time

    Job no: 994254Work type: Full-TimeLocation: Melbourne - CBD & InnerCategories: MerchandiseThe RoleJoin the Witchery team as a Merchandise Planner for our Accessories category. Support the Senior Merchandise Planner in all aspects of merchandising planning including the production of financial reports, budgeting, forecasting and reporting on all aspects of...

  • Financial Planner

    1 week ago


    Melbourne, Victoria, Australia Fuse Recruitment Full time

    Committed to delivering exceptional financial advisory services to their valued clients. The company is known for its expertise, integrity, and personalized approach to financial planning. I am currently seeking a detail-oriented and highly motivated Paraplanner to join the dynamic team. Overview As a Paraplanner, you will play a crucial role in supporting...

  • Junior Planner

    1 week ago


    Melbourne, Victoria, Australia Country Road Group Full time

    The RoleAn exciting opportunity to join Country Road as the Junior Planner looking after Womenswear.Key Responsibilities Provide support to the Planner in all aspects of merchandise planning including the production of financial reports, budgeting, forecasting and reporting on all aspects of inventory In season trade and review and recommend forecasts on...

  • Planner

    1 week ago


    Melbourne, Victoria, Australia nbn™ Full time

    Job ExpectationsBuild your career and Australia's futureNot many people can say they are working on building Australia's future. With us you'll be doing just that, leaving a legacy for all Australians. Plus, there's equal employment, great training, and true flexible working arrangements. We have an exciting opportunity at nbn, as the Supply Planner...

  • Junior Planner

    1 week ago


    Melbourne, Victoria, Australia Country Road Group Full time

    The RoleAn exciting opportunity to join Iconic brand, Country Road as a Junior Planner. This position reports to the Merchandise Planner and is pivotal in supporting the success of the channel. This role is responsible for the preparation of the merchandise plans for the season, buying/quantification, as well as the proactive management of sales, stock and...

  • Junior Planner

    1 week ago


    Melbourne, Victoria, Australia Jivaro Full time

    Competitive salary and attractive package Bright, modern offices with great people culture Focus on internal progression and clear career pathwaysAbout the role:Due to continued growth, our client are searching for a Junior Planner to join their team In this role, you will work to maximise the financial performance of the lifestyle denim brand, provide...

  • Assistant Planner

    1 week ago


    Melbourne, Victoria, Australia Hanes Brands Inc Full time

    Assistant Planner - MUW, HOS & SOX | Australia-VIC-KewAustralia-VIC-KewRare opportunity in Bonds Merchandise Planning teamJoin the market leaders in retail and build a brilliant and exceptionally rewarding career with usFlexible working – enjoy working from home 2 days per weekWe are recruiting for an all-round awesome Assistant Planner to join our growing...

  • Merchandise Planner

    1 week ago


    Melbourne, Victoria, Australia Country Road Group Full time

    Job no: 994654Work type: Full-TimeLocation: Melbourne - CBD & InnerCategories: MerchandiseThe RoleJoin the Country Road Homewares team as a Merchandise Planner. Support the Merchandise Manager in all aspects of merchandising planning including the production of financial reports, budgeting, forecasting and reporting on all aspects of inventory for specific...


  • Melbourne, Victoria, Australia Brennan Sourcing Pty Ltd Full time

    BtoC eCommerce Collingwood Location Hybrid (WFH Flexibility)Join a dynamic and growing team as a Supply Chain Planner and make a significant impact in a thriving start-up's successWe are seeking a talented individual with a passion for optimising supply chain operations and achieving tangible outcomes.As a Supply Chain Planner, you will play a crucial role...