Financial Planner

1 week ago

Melbourne, Australia AIA Full time

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:
At AIA Financial Services, we understand that financial wellbeing is a critical piece of the wellbeing puzzle, intrinsically linked to physical and mental wellbeing. We offer holistic advice that considers our clients’ personal and financial goals, helping them make confident decisions and lead a Healthier, Longer, Better Life.

A fantastic opportunity to take your financial planning career to the next level with a progressive, wellbeing-focused firm. This is a customer-centric role providing holistic financial advice with a best-in-class digital customer experience for our clients.

As a trusted Financial Planner, you will provide clients with financial advice tailored to their needs and goals, ensuring performance objectives are met including advice quality, customer satisfaction and service delivery, compliance, business growth and retention.
- Support our clients through digital platforms by providing holistic financial advice
- Assist clients to understand the complex concepts in a simple, straightforward way
- Understand the customer’s circumstances, objectives and needs
- A passion for wellbeing and understanding the role financial advice can play in supporting financial wellbeing
- Build and maintain strong relationships with new and existing clients
- Completion of FASEA educational requirements
- Registered on the ASIC Financial Adviser Register
- Experience working as a Financial Planner
- Experience in all areas of advice including protection conversations
- Real passion for financial advice with a strong customer focus
- Excellent verbal and written communication skills
- Creative mind with a positive attitude

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 arrangements

AIA Financial Services is a subsidiary of AIA Australia.

At AIA Australia, we’re proud to help guide, support and protect the wellbeing of over 3.5 million Australians. Through life and health insurance, financial wellbeing and our total wellbeing ecosystem that includes AIA Vitality - the world’s leading science-backed wellbeing program - we’ve started a movement to make Australia the healthiest, best protected nation in the world. As part of the AIA Group - the largest independent publicly listed pan-Asian life insurance group with a presence in 18 markets in Asia-Pacific - 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.

AIA is different. Are you?

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