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Financial Services Associate

2 months ago

Sydney, New South Wales, Australia AIA Full time
About the Opportunity

We are seeking a highly skilled and motivated individual to join our Financial Services team as an Advice Associate. This is an exciting opportunity to work closely with our Financial Planners and provide comprehensive administrative support to deliver exceptional customer experiences.

Key Responsibilities
  • Liaise between financial planners and customers to ensure seamless communication and support.
  • Support research and evaluation of data to inform business decisions and drive growth.
  • Assist in the preparation of customer meetings, including research, documentation, and record management.
  • Conduct existing product research to support our Advisers and stay up-to-date with industry developments.
  • Assist with customer queries and implement advice in a timely and efficient manner.
  • Collaborate with different parts of the business to support business initiatives and contribute to a well-functioning team.
Requirements
  • Diploma of Financial Services, Financial Planning (RG146 compliance) preferred.
  • Experience in a busy customer service or client-facing role.
  • Previous experience working in a Financial Planning or Advice business.
  • Strong written and verbal communication skills.
  • Well-developed rapport-building and customer engagement skills.
  • Sound risk management thinking and practices.
Why Choose AIA

AIA is a leading life insurance company that is committed to helping people live healthier, longer, better lives. We offer a range of benefits and opportunities for our employees, including:

  • Access to training and development programs to build on your current skills.
  • Additional leave days to recharge and refresh yourself.
  • Supportive and inclusive managers.
  • Flexible working arrangements.

We are proud to be a part of the AIA Group, the largest independent publicly listed pan-Asian life insurance group. Our ambition is to engage one billion people to live Healthier, Longer, Better Lives by 2030. We are committed to making a positive impact on the lives of our customers and employees, and we are looking for like-minded individuals to join our team.