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 part role to play. If you want to make a difference by helping shape a healthier, better-protected Australia, read on.

The Opportunity

We have a new opportunity available for an Advice Associate to join our Financial Services business in Sydney or Melbourne. Within this position you will be working closely with and support our Financial Planners to provide comprehensive administrative support as well as providing a highly personable experience to our customers.
 

To do this successfully you will:

Liaise between financial planners and customersSupport research and evaluation of dataAssist in the preparation of customer meetings, supporting research, handling documentation, record management and implementation of advice to customersConduct existing product research to support our AdvisersAssist with customer queries and implement any customer advice in a timely mannerCollaborate with different parts of the business to support business initiatives and support a well-functioning teamContinuously build your knowledge of the Advice industry, legislative changes, attend professional development and compliance training sessions and complete all learning within the required timeframes
 

Successful applications will demonstrate:

A Diploma of Financial Services, Financial Planning (RG146 compliance) preferredExperience in a busy customer service / client facing rolePrevious experience working in a Financial Planning / Advice businessStrong written and verbal communicationWell-developed rapport building and customer engagement skillsSound risk management thinking and practices

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 skillsAccess additional leave days a year to recharge and refresh yourselfWork with supportive and inclusive managersFlexible working arrangements

At AIA Australia, we’re proud to help guide, support and protect the wellbeing of over 3.5 million Australians. As part of the AIA Group - the largest independent publicly listed pan-Asian life insurance group – 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. We are proud that this difference has been recognised in the 2023 ANZIIF awards by being named Life Insurance Company of the Year. 

AIA is different. Are you?

If you want to be part of an organisation that helps people live better every single day, apply via the link prior to Monday 15th July, 2024.

The salary on offer for this role is $80,000 - $90,000 inclusive of superannuation.