Financial Planning Expert

3 weeks ago


Melbourne, Victoria, Australia AIA Full time

AIA Financial Services is seeking an experienced Financial Planner to join our team in providing holistic financial advice to our clients.

About the role:

As a Financial Planner, you will work closely with our clients to understand their financial goals and objectives, and provide them with tailored advice that meets their needs.

Key responsibilities:

  • Provide holistic financial advice to our clients, focusing on their financial wellbeing and long-term goals.
  • Assist clients in understanding their financial situation and developing a plan to achieve their objectives.
  • Build and maintain strong relationships with our clients, providing ongoing support and guidance.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring that our clients receive the best possible advice.

Requirements:

  • Completion of FASEA educational requirements and registration on the ASIC Financial Adviser Register.
  • Experience working as a Financial Planner, with a strong understanding of financial planning principles and practices.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • A passion for financial wellbeing and a commitment to providing holistic advice that meets the needs of our clients.

About AIA:

AIA Financial Services is a subsidiary of AIA Australia, one of the leading life insurance companies in the country. We are committed to helping our clients achieve their financial goals and live healthier, longer, better lives.



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