Advice Associate

2 weeks ago

Sydney, Australia AIA Group Ltd Full time

Advice Associate

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 part role to play. If you want to make a difference by helping shape a healthier, better-protected Australia, read on.

**The Opportunity**

We have a new opportunity available for an Advice Associate to join our Financial Services business in Sydney or Melbourne. 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**:

- Liaise between financial planners and customers
- Support research and evaluation of data
- Assist in the preparation of customer meetings, supporting research, handling documentation, record management and implementation of advice to customers
- Conduct existing product research to support our Advisers
- Assist with customer queries and 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 learning within the required timeframes
- A Diploma of Financial Services, Financial Planning (RG146 compliance) preferred
- Experience in a busy customer service / client facing role
- Previous experience working in a Financial Planning / Advice business
- Strong written and verbal communication
- Well-developed rapport building and customer engagement skills
- Sound risk management thinking and practices

**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
- Access additional leave days a year to recharge and refresh yourself
- Work with supportive and inclusive managers
- Flexible working arrangements

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?

Job ID JR-48535

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