Advice Associates

AIA; Sydney; On-site; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Training & development

Internal mobility

Flexible working

Additional leave days

Wellbeing initiatives

Supportive managers

Job summary

AIA Financial Wellbeing is hiring Advice Associates to support Financial Planners in delivering comprehensive financial advice and implementing recommendations for Australian customers. Based in Brisbane, Melbourne or Sydney, you will help prepare meetings, manage documentation, and ensure timely advice implementation.

The role requires RG146-compliant education or equivalent experience, strong customer service, and the ability to manage a high-volume workload with excellent communication and

Qualifications

• Diploma of Financial Services, Financial Planning (RG146 compliance) or equivalent experience.
• Proven track record in busy customer service / client-facing roles.
• Ability to prioritise work and meet deadlines to support effective advice.
• Experience handling high-volume workload.
• Strong written and verbal communication.
• Ability to build rapport with customers.
• Sound risk management thinking.
• Ability to 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.

Responsibilities

• Provide administrative support to Financial Planners in their delivery of Financial Advice to customers, particularly in relation to advice implementation.
• Assist in preparation for customer meetings/presentations, support research, managing documentation, record management and implementation of advice to customers.
• Implement both personal and general advice in a timely manner.
• Support the delivery of Annual Service Agreement obligations to ensure customer milestones and service commitments are met.
• Collaborate with different parts of the business to support business initiatives and support an efficient, well-functioning team.
• Continuously build your knowledge of the Advice industry, legislative changes, attend professional development and compliance training sessions and complete all mandatory learning within the required timeframes.

Skills

Customer service

Communication

Time management

Organisational skills

Risk management

Stakeholder engagement

Education

Diploma of Financial Services, Financial Planning (RG146 compliance)

Job description

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.

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 Associates to join our Financial Wellbeing business in Brisbane, Melbourne or Sydney. Within this position you will be working closely with, and support, our Financial Planners to provide comprehensive administrative and implementation support, as well as providing a highly personable and professional experience to our customers.

To do this successfully you will:

• Provide comprehensive administrative support to Financial Planners in their delivery of Financial Advice to our customers, particularly in relation to advice implementation
• Assist in preparation for customer meetings/presentations, support research, managing documentation, record management and implementation of advice to customers
• Implement both personal and general advice in a timely manner
• Support the delivery of Annual Service Agreement obligations to ensure customer milestones and service commitments are met
• Collaborate with different parts of the business to support business initiatives and support an efficient, well-functioning team
• Continuously build your knowledge of the Advice industry, legislative changes, attend professional development and compliance training sessions and complete all mandatory learning within the required timeframes

Successful applications will demonstrate:

• A Diploma of Financial Services, Financial Planning (RG146 compliance) or previous experience working in a Financial Planning / Advice business
• A proven track record of experience in a busy customer service / client facing role
• Demonstrated ability to effectively prioritise work commitments and meet deadlines to support effective advice and customer outcomes
• Experience in managing a high-volume workload
• Strong communication skills both written and oral
• Well-developed rapport building and customer engagement skills
• Strong organisational and time management skills
• Sound risk management thinking and practices
• 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 everyday
• Access additional leave days a year to recharge and refresh yourselfEnjoy wonderful Health and Wellbeing initiatives that support you
• Work with supportive and inclusive managers
• Flexible working arrangement

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?