Advice Assistant

4 days ago

Sydney, Australia AIA Full time

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.

About the organisation

AIA Financial Wellbeing was launched in 2021 as a new financial advice business with a goal to help more Australians access affordable, straightforward advice that considers the life, health and financial goals and objectives of our customers. Because we understand that financial wellbeing is linked to physical and mental wellbeing. We are operated by AIA Financial Services Limited, a subsidiary of AIA Australia, under a separate Australian Financial Services License (AFSL). In upholding our AFSL, we comply with ASIC and FASEA obligations and standards.

The Opportunity

We have new opportunities available for Advice Assistants to join our Financial Wellbeing business. Our Advice Assistants are responsible for providing comprehensive administrative support to planners while ensuring the delivery of Finance Advice that consistently and safely builds the financial wellbeing of our customers.

To do this successfully you will:
- Provide exceptional customer engagement through contacting prospective customers to identify needs and ensuring they understand the financial planning process- Owning the referral process and partnering the most appropriate planner to the customer in accordance with customer needs- Assist with customer enquiries over the phone through both inbound and outbound call channel- Assist with business administrative tasks as required- Collaborate with different parts of the business to help with ongoing business initiatives- Maintain professional knowledge of the Advice industry, legislative changes and business and technical trends- Have an interest in continually learning and growing to provide a better service to our planners- Have the ability and be willing to work a flexible schedule with altering start and finish times.- Previous experience within a similar customer service/client facing role- Experience working within a Financial planning business will be highly regarded- A Diploma of Financial Services, Financial Planning (RG146 compliance)- Degree qualification in Finance, Business, Commerce or related discipline- The ability to work collaboratively as part of a team and also autonomously- Being approachable, open and comfortable with sharing ideas to support a well-functioning team- Strong communication skills both written and oral- Well-developed rapport building and customer engagement skills- The ability to role model AIA’s Operating Philosophy of “Doing the Right thing, in the Right Way, with the Right people” as the incumbent will be measured against this regularly.

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 every day- 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

  • Private Advice Assistant Private Advice Assistant

    1 week ago

    Sydney, New South Wales, Australia ANZ Banking Group Limited Full time $90,000 - $120,000 per year

    About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role As a Private Advice Assistant, you are to support the efficient delivery and implementation of advice solutions while providing excellent support for Advisers...

  • Private Advice Assistant

    1 week ago

    Sydney, New South Wales, Australia ANZ Full time $90,000 - $120,000 per year

    Req ID: 102869Department: Private AdviceDivision: Australia CommercialLocation: SydneyAbout UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.About the RoleAs a Private Advice Assistant, you are to support the efficient delivery and...

  • Advice Assistant

    2 weeks ago

    Sydney, Australia Avant Full time

    Avant is Australia’s leading medical defence organisation with a proud heritage of protecting Australian medical professionals for over 130 years. Avant now represents 90,000 health practitioners and medical students across every state and territory, delivering market leading products and services to meet their professional, personal and practice needs....

  • Manager - Advice

    2 weeks ago

    Sydney, Australia HESTA Full time

    **Careers with Impact** At HESTA we're a leading national superannuation fund dedicated to people working in health and community services - a growing sector of ordinary people doing extraordinary things, day in day out, right across Australia. More than 1 million Australians trust HESTA with their money. So together, we invest billions of their savings...

  • Advice Associate

    2 days ago

    Sydney, 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...

  • Technical Advice Specialist

    2 weeks ago

    Sydney, Australia Perpetual Limited Full time

    More Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment: Work where we work best - whether in the office or from home- Provide best practice quality and compliance advice to our teams of finance professionals Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11...

  • Advice Relationships Manager

    2 weeks ago

    Sydney, Australia HESTA Super Fund Full time

    **Be inspired everyday - let your work make a difference** **#Superwithimpact** More than one million Australians trust HESTA with their money. HESTA is a top-performing industry super fund working for real-world impact. We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable...

  • Finacial Advice Graduate

    2 weeks ago

    Sydney, Australia Lorica Partners Full time

    As a new graduate you will start in our Client Service Team. You will be part of the team that is responsible for providing a broad range of support to the Advice team, in the provision of high-quality ongoing services to existing and prospective clients. This is the stepping stone to undertaking your progessional year, and becoming and adviser with...

  • Finacial Advice Cadetship

    2 weeks ago

    Sydney, Australia Lorica Partners Full time

    Our cadetship provides an opportunity to learn and develop in a growing business within a dynamic and changeable environment. You will study whilst working parttime in our Client Service Team. You will be part of the team that is responsible for providing a broad range of support to the Advice team, in the provision of high-quality ongoing services to...

  • General Advice Consultant

    1 week ago

    North Sydney, Australia Zurich Insurance Full time

    **A new adventure awaits** How does 5 weeks leave per year, an impactful career that you’ll truly love, and working for a trustworthy organisation that empowers wellbeing and is accelerating digital transformation sound like to you? As one of Forbes 2024 ‘World’s Best Employers’ and Fortune's ‘World's Most Admired Companies’ for 2025, Zurich -...