Financial Planner

1 week ago

Melbourne, Australia AIA Group Ltd Full time

Financial Planner

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 long-term 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?**

Job ID JR-47842

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