Financial Planning Support Specialist

4 weeks ago

Sydney, New South Wales, Australia AIA Full time

The Opportunity

We are seeking a highly skilled and motivated individual to join our Financial Services business in Sydney or Melbourne as a Financial Planning Support Specialist. In this role, you will work closely with our Financial Planners to provide comprehensive administrative support and deliver a highly personable experience to our customers.

Key Responsibilities

  • Liaise between financial planners and customers to ensure seamless communication and support.
  • Support research and evaluation of data to inform advice and recommendations.
  • Assist in the preparation of customer meetings, including research, documentation, and record management.
  • Conduct existing product research to support our Advisers in providing expert advice.
  • Assist with customer queries and implement customer advice in a timely manner.
  • Collaborate with different parts of the business to support business initiatives and contribute to a well-functioning team.

Requirements

  • A 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

At AIA, we're committed to helping people live healthier, longer, better lives. Our people are at the heart of this mission, and we're proud to offer a supportive and inclusive work environment.

What We Offer

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

AIA is a leading life insurance company that's proud to help guide, support, and protect the wellbeing of over 3.5 million Australians. Join us in our mission to make a difference in people's lives.

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