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.
We are currently advertising many new roles as part of this exciting new phase for AIA. If you're interested in roles associated with Advice, please visit our Careers page.

The Opportunity

Launching a new business is an exciting time. This is your opportunity to bring your amazing skills and be part of delivering Financial Advice services to our customers.

Before customers meet a financial planner, they’ll likely speak to an Advice Associate.  You’ll be working closely with our Financial Planners providing comprehensive administrative support as well as providing a highly personable experience to our customers.

Please note we are accepting applications from Sydney, Melbourne and Brisbane.

To do this successfully you will:

• Provide comprehensive administrative support to Advisers in their delivery of Financial Advice to our customers

• Assist in the preparation of customer meetings, supporting research, managing documentation, record management and implementation of advice to customers

• Take ownership of the transition of the client to their Adviser in a manner that suits the customer’s needs

• Conduct research and evaluate data to the Advisers

• Implement any customer advice in a timely manner

• Collaborate with different parts of the business to support business initiatives and support a 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

• Be curious and interested to continuously grow your knowledge and provide better services to Advisers

• Be responsible for exercising sound risk management practices

• Work autonomously at times as well as collaboratively.

Successful applications will demonstrate:

• Diploma of Financial Services, Financial Planning (RG146 compliance)

• Proven track record of experience in a busy customer service / client facing role

• Previous experience working in a Financial Planning / Advice business would be highly regarded

• Strong interest in the Financial Planning / Financial Advice industry

• Strong communication skills both written and oral

• Well-developed rapport building and customer engagement skills

• Strong organisational and time management skills

• Well-developed skills in MS Office Suite including Excel, Word, Powerpoint and Teams

• Sound risk management thinking and practices

• An interest in pursuing or completed a relevant Degree in Finance, Business, Commerce or related discipline

• Role modeling AIA’s Operating Philosophy of “Doing the Right thing, in the Right Way, with the Right people” is a minimum requirement for this role and 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

Please note applications close on January 10th 2022 and will only be reviewed post this date. Please expect a delayed response to your application.

Recruitment Agencies: Our Talent team does not require any recruitment agency support.

Interested Candidates: Apply using the ‘Apply’ button. No emailed applications accepted. For general enquiries only, contact:

Ashleigh-A.Mcdonald@aia.com, Emily.Vegas@aia.com, Laura-L.Walsh@aia.com

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.